Tech stack
No one at Novak & Powell Financial Services, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Raymond James
Per Form ADV · $268M held · filed Mar 2024
Schwab
Per Form ADV · $38M held · filed Mar 2024