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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-22-2011
- Office Locations
- 11
Office Locations
About Novem Group
Novem Group is an independent wealth management firm serving individuals and businesses, with offices in Rochester, NY and Jupiter, FL. It provides comprehensive financial and investment advice—retirement planning, portfolio construction, and group retirement plan consulting with participant education to ease employer administrative and fiduciary burden. Recognized as a Rochester Top 100 company for four consecutive years. Investment solutions commonly use public funds and ETFs via the Osaic platform.
Reported data analysis
What the numbers show
Between November 11, 2025 and February 27, 2026, reported AUM increased 21.5%, from $1.4B to $1.7B.
Across 5 reported observations, AUM increased 50.8% between December 7, 2022 and February 27, 2026, from $1.1B to $1.7B.
Of the latest reported AUM, 84.7% is discretionary and 15.3% is non-discretionary.
The firm reports 50 advisory representatives and 3,657 clients, or 73.1 clients per representative. That equates to $469.7K in reported AUM per client.
The profile lists 11 reported office locations and 14 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ROBERT JOSEPH BARTOLOTTA
Chief Executive Officer
- CRD
- #1943239
- Ownership
- 75% or more
PATRICK DANIEL MANUEL
President
- CRD
- #5198707
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KEVIN GLENN ALBRECHT
Investment Advisor Representative
- CRD
- #1446140
JEFFREY BERNARD ALTIERI
Portfolio Manager
- CRD
- #862821
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,454,929,528 | $269,631 |
| Non-Discretionary | $262,714,408 | $1,501,225 |
| Total | $1,717,643,936 | $308,319 |
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Separately Managed Accounts
SMA allocation detail is available
Novem Group has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Novem Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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