NOVA FINANCIAL LLC
Legal name: NOVA FINANCIAL SERVICES
CRD #150148 SEC #801-79612 TUCSON, AZ 520-745-5555
SEC Registered
Total AUM
$391.2M
Discretionary
$390M
Employees
7
Clients
10
Accounts
1,354
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $391.2M | $390M | $1.3M | 7 | 0 |
| Mar 2025 | $391.2M | $390M | $1.3M | 7 | 0 |
| Nov 2024 | $342.5M | $340.1M | $2.4M | 7 | 0 |
| Mar 2024 | $342.5M | $340.1M | $2.4M | 7 | 0 |
| Mar 2023 | $290.3M | $287.8M | $2.5M | 8 | 0 |
| Mar 2023 | $290.3M | $287.8M | $2.5M | 8 | 0 |
| Mar 2022 | $308.5M | $302.3M | $6.2M | 9 | 0 |
| Mar 2021 | $252.7M | $246M | $6.8M | 9 | 0 |
| Nov 2020 | $220.2M | $207.7M | $12.5M | 10 | 0 |
| Jun 2020 | $220.2M | $207.7M | $12.5M | 10 | 0 |
| Mar 2020 | $220.2M | $207.7M | $12.5M | 10 | 0 |
| Mar 2019 | $212.3M | $198.8M | $13.5M | 14 | 0 |
| Mar 2018 | $210.4M | $174.8M | $35.6M | 22 | 0 |
| Mar 2017 | $129.1M | $90.6M | $38.5M | 16 | 1,200 |
| Dec 2016 | $122.9M | $91.6M | $31.3M | 29 | 1,200 |
| Aug 2016 | $122.9M | $91.6M | $31.3M | 29 | 1,200 |
| Mar 2016 | $122.9M | $91.6M | $31.3M | 29 | 1,200 |
| Nov 2015 | $128.9M | $97.7M | $31.2M | 29 | 900 |
| Oct 2015 | $128.9M | $97.7M | $31.2M | 29 | 900 |
| Oct 2015 | $128.9M | $97.7M | $31.2M | 29 | 900 |
| Sep 2015 | $128.9M | $97.7M | $31.2M | 29 | 900 |
| Jun 2015 | $130.7M | $100.3M | $30.5M | 29 | 900 |
| Mar 2015 | $130.7M | $100.3M | $30.5M | 29 | 900 |
| Feb 2015 | $109.5M | $76.3M | $33.3M | 33 | 800 |
| Oct 2014 | $109.5M | $76.3M | $33.3M | 33 | 800 |
| Jul 2014 | $109.5M | $76.3M | $33.3M | 33 | 800 |
| May 2014 | $109.5M | $76.3M | $33.3M | 33 | 800 |
| Apr 2014 | $109.5M | $76.3M | $33.3M | 33 | 800 |
| Apr 2014 | $109.5M | $76.3M | $33.3M | 33 | 800 |
DateJul 2025
Total AUM$391.2M
Discretionary$390M
Non-Disc.$1.3M
Employees7
Clients0
DateMar 2025
Total AUM$391.2M
Discretionary$390M
Non-Disc.$1.3M
Employees7
Clients0
DateNov 2024
Total AUM$342.5M
Discretionary$340.1M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2024
Total AUM$342.5M
Discretionary$340.1M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2023
Total AUM$290.3M
Discretionary$287.8M
Non-Disc.$2.5M
Employees8
Clients0
DateMar 2023
Total AUM$290.3M
Discretionary$287.8M
Non-Disc.$2.5M
Employees8
Clients0
DateMar 2022
Total AUM$308.5M
Discretionary$302.3M
Non-Disc.$6.2M
Employees9
Clients0
DateMar 2021
Total AUM$252.7M
Discretionary$246M
Non-Disc.$6.8M
Employees9
Clients0
DateNov 2020
Total AUM$220.2M
Discretionary$207.7M
Non-Disc.$12.5M
Employees10
Clients0
DateJun 2020
Total AUM$220.2M
Discretionary$207.7M
Non-Disc.$12.5M
Employees10
Clients0
DateMar 2020
Total AUM$220.2M
Discretionary$207.7M
Non-Disc.$12.5M
Employees10
Clients0
DateMar 2019
Total AUM$212.3M
Discretionary$198.8M
Non-Disc.$13.5M
Employees14
Clients0
DateMar 2018
Total AUM$210.4M
Discretionary$174.8M
Non-Disc.$35.6M
Employees22
Clients0
DateMar 2017
Total AUM$129.1M
Discretionary$90.6M
Non-Disc.$38.5M
Employees16
Clients1,200
DateDec 2016
Total AUM$122.9M
Discretionary$91.6M
Non-Disc.$31.3M
Employees29
Clients1,200
DateAug 2016
Total AUM$122.9M
Discretionary$91.6M
Non-Disc.$31.3M
Employees29
Clients1,200
DateMar 2016
Total AUM$122.9M
Discretionary$91.6M
Non-Disc.$31.3M
Employees29
Clients1,200
DateNov 2015
Total AUM$128.9M
Discretionary$97.7M
Non-Disc.$31.2M
Employees29
Clients900
DateOct 2015
Total AUM$128.9M
Discretionary$97.7M
Non-Disc.$31.2M
Employees29
Clients900
DateOct 2015
Total AUM$128.9M
Discretionary$97.7M
Non-Disc.$31.2M
Employees29
Clients900
DateSep 2015
Total AUM$128.9M
Discretionary$97.7M
Non-Disc.$31.2M
Employees29
Clients900
DateJun 2015
Total AUM$130.7M
Discretionary$100.3M
Non-Disc.$30.5M
Employees29
Clients900
DateMar 2015
Total AUM$130.7M
Discretionary$100.3M
Non-Disc.$30.5M
Employees29
Clients900
DateFeb 2015
Total AUM$109.5M
Discretionary$76.3M
Non-Disc.$33.3M
Employees33
Clients800
DateOct 2014
Total AUM$109.5M
Discretionary$76.3M
Non-Disc.$33.3M
Employees33
Clients800
DateJul 2014
Total AUM$109.5M
Discretionary$76.3M
Non-Disc.$33.3M
Employees33
Clients800
DateMay 2014
Total AUM$109.5M
Discretionary$76.3M
Non-Disc.$33.3M
Employees33
Clients800
DateApr 2014
Total AUM$109.5M
Discretionary$76.3M
Non-Disc.$33.3M
Employees33
Clients800
DateApr 2014
Total AUM$109.5M
Discretionary$76.3M
Non-Disc.$33.3M
Employees33
Clients800