Novare Capital Management

EST. AUM
$1,917,148,677

CONTACTS
14

CLIENT ACCOUNTS
2,075

Firm Details

Metro area Charlotte
CRD Number 117949
Website novarecapital.com
Client types

Overview

Novare is a $1.5B RIA based in Charlotte. They predominately create client portfolios out of individual stocks and bonds. They can supplement these in-house products with ETFs, Mutual Funds, or Alternatives based on individual client demand.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Novare Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company