NOVAK & POWELL FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$359,464,704
Discretionary
$359,464,704
Non-discretionary
$0
Firm details
- CRD number
- 112970
- SEC file number
- 801-108964
- Main office
- ST. PETERSBURG, FL, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://www.carrteam.com
- Fee structure
-
Percentage of AUM
As of October 2026.