NOVOS PLANNING ASSOCIATES INC
CRD #114673 SEC #801-32082 NEW YORK, NY 212-355-1806
SEC Registered
Total AUM
$93.6M
Discretionary
$90.6M
Employees
2
Clients
51
Accounts
60
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $93.6M | $90.6M | $3M | 2 | 26 |
| Mar 2016 | $98.8M | $95.8M | $3M | 2 | 26 |
| Mar 2015 | $113.8M | $110.8M | $2.9M | 2 | 26 |
| Mar 2014 | $102M | $98.8M | $3.3M | 2 | 26 |
| Apr 2013 | $91.8M | $91.8M | $0 | 2 | 26 |
| Apr 2012 | $83.3M | $83.3M | $0 | 1 | 26 |
| Jan 2012 | $92.8M | $89.2M | $3.6M | 1 | 26 |
| May 2011 | $92.8M | $89.2M | $3.6M | 5 | -- |
| Mar 2011 | $92.8M | $89.2M | $3.6M | 5 | -- |
| Mar 2010 | $81.6M | $0 | $81.6M | 5 | -- |
| Mar 2007 | $84.1M | $0 | $84.1M | 5 | -- |
| Sep 2005 | $81.5M | $0 | $81.5M | 5 | -- |
| Apr 2004 | $66.3M | $0 | $66.3M | 5 | -- |
| Apr 2002 | $60.9M | $0 | $60.9M | 5 | -- |
| Aug 2001 | $55.4M | $0 | $55.4M | 5 | -- |
DateMar 2017
Total AUM$93.6M
Discretionary$90.6M
Non-Disc.$3M
Employees2
Clients26
DateMar 2016
Total AUM$98.8M
Discretionary$95.8M
Non-Disc.$3M
Employees2
Clients26
DateMar 2015
Total AUM$113.8M
Discretionary$110.8M
Non-Disc.$2.9M
Employees2
Clients26
DateMar 2014
Total AUM$102M
Discretionary$98.8M
Non-Disc.$3.3M
Employees2
Clients26
DateApr 2013
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees2
Clients26
DateApr 2012
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$92.8M
Discretionary$89.2M
Non-Disc.$3.6M
Employees1
Clients26
DateMay 2011
Total AUM$92.8M
Discretionary$89.2M
Non-Disc.$3.6M
Employees5
Clients--
DateMar 2011
Total AUM$92.8M
Discretionary$89.2M
Non-Disc.$3.6M
Employees5
Clients--
DateMar 2010
Total AUM$81.6M
Discretionary$0
Non-Disc.$81.6M
Employees5
Clients--
DateMar 2007
Total AUM$84.1M
Discretionary$0
Non-Disc.$84.1M
Employees5
Clients--
DateSep 2005
Total AUM$81.5M
Discretionary$0
Non-Disc.$81.5M
Employees5
Clients--
DateApr 2004
Total AUM$66.3M
Discretionary$0
Non-Disc.$66.3M
Employees5
Clients--
DateApr 2002
Total AUM$60.9M
Discretionary$0
Non-Disc.$60.9M
Employees5
Clients--
DateAug 2001
Total AUM$55.4M
Discretionary$0
Non-Disc.$55.4M
Employees5
Clients--