NOVEN FINANCIAL GROUP Overview

Noven Financial Group Inc. is an investment advisor that manages 206.4 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 149MM in positions, representing 72% of the manager's regulatory AUM.

NOVEN FINANCIAL GROUP StockAlpha

-3.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NOVEN FINANCIAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DON 12.53% ETF 2.86% 0.17% 1 0%
HDV 12.21% ETF -1.61% -0.36% 0 3%
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FEATURED IN
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NOVEN FINANCIAL GROUP Founders and Key Employees

Name Title In Position Since
Daniel A. Noven President July-1995
Anjanette M. Phetteplace Chief Compliance Officer January-2005

NOVEN FINANCIAL GROUP Brokers, Custodians, Auditors and Administrators

Type Company

NOVEN FINANCIAL GROUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Investment recommendations are based on client’s investment suitability, objectives, risk temperament, time horizon and account size.

NFG utilizes technical analysis of securities. Technical analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume. Technical analysts do not attempt to measure a security’s intrinsic value, but instead use charts and other tools to identify patterns that can suggest future activity.

NFG offers clients three distinct proprietary strategies in addition to any other strategies utilized to achieve investment objectives.

1. Trending Strategy: The trending strategy follows the stock market trends in six U.S. market categories, listed below, which fall in and out of favor as a current investment. At any given time, one or more of these six market segments will outperform the...
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NOVEN FINANCIAL GROUP Portfolio Concentration

NOVEN FINANCIAL GROUP Location

1777 S. HARRISON STREET
SUITE 1500
DENVER, Colorado
UNITED STATES, 80210

NOVEN FINANCIAL GROUP Contact Information

Phone Number: 303-782-9100
Fax Number: 303-782-9722
Website:

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