NOVAK FINANCIAL PLANNING LLC
CRD #109326 SEC #801-57319 BEL AIR, MD 410-515-6310
SEC Registered
Total AUM
$349.2M
Discretionary
$324.7M
Employees
5
Clients
11
Accounts
1,369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $349.2M | $324.7M | $24.6M | 5 | 19 |
| Dec 2020 | $315.4M | $283M | $32.4M | 5 | 4 |
| Jun 2020 | $315.4M | $283M | $32.4M | 5 | 4 |
| Mar 2020 | $315.4M | $283M | $32.4M | 5 | 4 |
| Mar 2019 | $245.7M | $221.6M | $24M | 5 | 0 |
| Nov 2018 | $242.3M | $209.8M | $32.5M | 5 | 393 |
| Mar 2018 | $242.3M | $209.8M | $32.5M | 5 | 393 |
| Mar 2017 | $194.9M | $164M | $31M | 6 | 400 |
| Mar 2016 | $170M | $137.3M | $32.7M | 6 | 400 |
| Nov 2015 | $156.2M | $123.4M | $32.8M | 5 | 400 |
| May 2015 | $156.2M | $123.4M | $32.8M | 5 | 400 |
| Mar 2015 | $156.2M | $123.4M | $32.8M | 5 | 400 |
| Sep 2014 | $137.6M | $104.7M | $32.9M | 5 | 400 |
| Mar 2014 | $137.6M | $104.7M | $32.9M | 5 | 400 |
| Mar 2013 | $109.8M | $74.5M | $35.3M | 5 | 300 |
| Mar 2012 | $92.4M | $56.8M | $35.5M | 1 | 300 |
| Mar 2008 | $72.4M | $0 | $72.4M | 5 | -- |
| Nov 2007 | $62.4M | $0 | $62.4M | 5 | -- |
| Aug 2007 | $77.7M | $0 | $77.7M | 5 | -- |
| Mar 2007 | $71.7M | $0 | $71.7M | 5 | -- |
| Mar 2006 | $53.2M | $0 | $53.2M | 5 | -- |
| Dec 2005 | $50.3M | $0 | $50.3M | 5 | -- |
| Mar 2004 | $44M | $0 | $44M | 5 | -- |
| Mar 2002 | $32.9M | $0 | $32.9M | 5 | -- |
| Nov 2001 | $33.6M | $0 | $33.6M | 5 | -- |
DateMar 2021
Total AUM$349.2M
Discretionary$324.7M
Non-Disc.$24.6M
Employees5
Clients19
DateDec 2020
Total AUM$315.4M
Discretionary$283M
Non-Disc.$32.4M
Employees5
Clients4
DateJun 2020
Total AUM$315.4M
Discretionary$283M
Non-Disc.$32.4M
Employees5
Clients4
DateMar 2020
Total AUM$315.4M
Discretionary$283M
Non-Disc.$32.4M
Employees5
Clients4
DateMar 2019
Total AUM$245.7M
Discretionary$221.6M
Non-Disc.$24M
Employees5
Clients0
DateNov 2018
Total AUM$242.3M
Discretionary$209.8M
Non-Disc.$32.5M
Employees5
Clients393
DateMar 2018
Total AUM$242.3M
Discretionary$209.8M
Non-Disc.$32.5M
Employees5
Clients393
DateMar 2017
Total AUM$194.9M
Discretionary$164M
Non-Disc.$31M
Employees6
Clients400
DateMar 2016
Total AUM$170M
Discretionary$137.3M
Non-Disc.$32.7M
Employees6
Clients400
DateNov 2015
Total AUM$156.2M
Discretionary$123.4M
Non-Disc.$32.8M
Employees5
Clients400
DateMay 2015
Total AUM$156.2M
Discretionary$123.4M
Non-Disc.$32.8M
Employees5
Clients400
DateMar 2015
Total AUM$156.2M
Discretionary$123.4M
Non-Disc.$32.8M
Employees5
Clients400
DateSep 2014
Total AUM$137.6M
Discretionary$104.7M
Non-Disc.$32.9M
Employees5
Clients400
DateMar 2014
Total AUM$137.6M
Discretionary$104.7M
Non-Disc.$32.9M
Employees5
Clients400
DateMar 2013
Total AUM$109.8M
Discretionary$74.5M
Non-Disc.$35.3M
Employees5
Clients300
DateMar 2012
Total AUM$92.4M
Discretionary$56.8M
Non-Disc.$35.5M
Employees1
Clients300
DateMar 2008
Total AUM$72.4M
Discretionary$0
Non-Disc.$72.4M
Employees5
Clients--
DateNov 2007
Total AUM$62.4M
Discretionary$0
Non-Disc.$62.4M
Employees5
Clients--
DateAug 2007
Total AUM$77.7M
Discretionary$0
Non-Disc.$77.7M
Employees5
Clients--
DateMar 2007
Total AUM$71.7M
Discretionary$0
Non-Disc.$71.7M
Employees5
Clients--
DateMar 2006
Total AUM$53.2M
Discretionary$0
Non-Disc.$53.2M
Employees5
Clients--
DateDec 2005
Total AUM$50.3M
Discretionary$0
Non-Disc.$50.3M
Employees5
Clients--
DateMar 2004
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateMar 2002
Total AUM$32.9M
Discretionary$0
Non-Disc.$32.9M
Employees5
Clients--
DateNov 2001
Total AUM$33.6M
Discretionary$0
Non-Disc.$33.6M
Employees5
Clients--