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 03/31/20. The fund's latest filing disclosed 123MM in positions, representing 59% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/20. The fund's latest filing disclosed 123MM in positions, representing 59% of the manager's regulatory AUM.
NOVEN FINANCIAL GROUP StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
NOVEN FINANCIAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
|
Get the Full Report |
||||||||
FEATURED IN
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...
Get the Full Report
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...
Get the Full Report
NOVEN FINANCIAL GROUP Portfolio Concentration
NOVEN FINANCIAL GROUP Location
1777 S. HARRISON STREET
SUITE 1500
DENVER, Colorado
UNITED STATES, 80210
SUITE 1500
DENVER, Colorado
UNITED STATES, 80210
NOVEN FINANCIAL GROUP Contact Information
Phone Number: 303-782-9100
Fax Number: 303-782-9722
Website: http://www.novenfinancialgroup.com
Fax Number: 303-782-9722
Website: http://www.novenfinancialgroup.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
