Novak Financial Planning LLC

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CAFR Data
Novak Financial Planning LLC
CRD #109326
SEC #801-57319
CIK #
AUM $245.7 MM (90% Disc, 100% US)
Employees5 (40% Investors, 40% Brokers)
Phone410-515-6310
Address2231 Old Emmorton Road
Bel Air, MD 21015
Source [IAPD]
Total AUM ($MM)
2502001501005002000200620132020
Comparable Firms State AUM ($BB)
Harlan G Storey Inc
OH 0.2
JUNK IVAN Richard
MD 0.2
Resource Financial Group Ltd
IL 0.2
Bontempo OHLY Capital Management LLC
MD 0.2
Sensible Investments Inc
IL 0.2
Vennwell LLC
IL 0.2
Moneywise Inc
VA 0.2
Hall Capital Management Company Inc
RI 0.2
Wisdom Financial Services LLC
IL 0.2
Crowley Wealth Management Inc
DE 0.2
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