NOVEN FINANCIAL GROUP, INC.
CRD #117897 SEC #801-65296 DENVER, CO 303-782-9100
SEC Registered
Total AUM
$298.5M
Discretionary
$272.6M
Employees
6
Clients
101
Accounts
962
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $298.5M | $272.6M | $25.9M | 6 | 0 |
| Mar 2019 | $239.1M | $212.3M | $26.8M | 6 | 0 |
| Mar 2018 | $239.8M | $204.9M | $34.9M | 5 | 0 |
| Mar 2017 | $213M | $179.5M | $33.5M | 5 | 200 |
| Mar 2016 | $216.6M | $181.2M | $35.4M | 5 | 200 |
| Nov 2015 | $206.4M | $175.8M | $30.6M | 4 | 200 |
| Mar 2015 | $206.4M | $175.8M | $30.6M | 4 | 200 |
| Mar 2014 | $207.8M | $186.9M | $20.9M | 4 | 200 |
| Mar 2013 | $147.8M | $126.3M | $21.5M | 3 | 200 |
| Mar 2012 | $136.5M | $121.5M | $15.1M | 1 | 200 |
| Mar 2011 | $145.8M | $135M | $10.8M | 5 | -- |
| Feb 2007 | $100M | $0 | $100M | 5 | -- |
| Dec 2005 | $71M | $0 | $71M | 5 | -- |
DateMar 2020
Total AUM$298.5M
Discretionary$272.6M
Non-Disc.$25.9M
Employees6
Clients0
DateMar 2019
Total AUM$239.1M
Discretionary$212.3M
Non-Disc.$26.8M
Employees6
Clients0
DateMar 2018
Total AUM$239.8M
Discretionary$204.9M
Non-Disc.$34.9M
Employees5
Clients0
DateMar 2017
Total AUM$213M
Discretionary$179.5M
Non-Disc.$33.5M
Employees5
Clients200
DateMar 2016
Total AUM$216.6M
Discretionary$181.2M
Non-Disc.$35.4M
Employees5
Clients200
DateNov 2015
Total AUM$206.4M
Discretionary$175.8M
Non-Disc.$30.6M
Employees4
Clients200
DateMar 2015
Total AUM$206.4M
Discretionary$175.8M
Non-Disc.$30.6M
Employees4
Clients200
DateMar 2014
Total AUM$207.8M
Discretionary$186.9M
Non-Disc.$20.9M
Employees4
Clients200
DateMar 2013
Total AUM$147.8M
Discretionary$126.3M
Non-Disc.$21.5M
Employees3
Clients200
DateMar 2012
Total AUM$136.5M
Discretionary$121.5M
Non-Disc.$15.1M
Employees1
Clients200
DateMar 2011
Total AUM$145.8M
Discretionary$135M
Non-Disc.$10.8M
Employees5
Clients--
DateFeb 2007
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients--
DateDec 2005
Total AUM$71M
Discretionary$0
Non-Disc.$71M
Employees5
Clients--