Novak Financial Planning LLC


Assets, Funds, Holdings

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Novak Financial Planning LLC
CRD #109326
SEC #801-57319
AUM $315.4 MM (90% Disc, 99% US, 2020-03-27)
Employees5 (40% Investors, 40% Brokers)
Address2231 Old Emmorton Road
Bel Air, MD 21015
Source [IAPD]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Talbot Financial LLC
WA 0.3
LEGA Z Advisory LLC
CA 0.3
EVT Financial Advisors AG
Peak Financial Management Inc
MA 0.3
Reinhardt Financial Services Inc
KS 0.3
Guidestone Advisors LLC
TX 0.3
Capital Investment Counsel Inc
NC 0.3
Oakmont Partners LLC
FL 0.3
Ameliora Wealth Management Ltd
Marlcroft Asset Management LLC
NY 0.3
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