This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- AlphaAtlas +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT JOSEPH BARTOLOTTA
Chief Compliance Officer, 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
Unlock allContacts
KEVIN GLENN ALBRECHT
Investment Advisor Representative
- CRD
- #1446140
JEFFREY BERNARD ALTIERI
Portfolio Manager
- CRD
- #862821
Timber frontier
Crest atlas
- CRD
- #19873
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,717,643,936
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $119,297,900 | 19.5% |
| Equity - Exchange | $94,214,752 | 15.4% |
| Cash | $108,897,570 | 17.8% |
| Corporate - Investment Grade | $37,318,830 | 6.1% |
| Derivatives | $106,450,434 | 17.4% |
| Municipal Bonds | $26,306,716 | 4.3% |
| U.S. Government/Agency | $119,297,899 | 19.5% |
| Total | $611,784,101 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION INSIGHT MATRIX | QUANTUM PIONEER | UQOM9MYKS | PPINT | 12.25% | $45,524,409 |
| DELTA PRIME | ATLAS ELEMENT | 8GI42YHYQ | LAPZD | 3.52% | $100,274,977 |
| ALPHA DELTA ZENITH | HARBOR EMBER | MDUJM4BM4 | FKK | 2.71% | $72,998,539 |
| MOMENTUM VITAL OAK | HORIZON ELEMENT | 0NJ2VGA9T | QPCC | 5.52% | $45,901,363 |
| DELTA EMBER SUMMIT | WAVE RIDGE | 8NKDH1R8Z | EGQZN | 5.69% | $12,910,110 |
| PEAK VALUE EMBER | FUSION SUMMIT | 633HD2BM7 | LPLG | 6.53% | $102,110,134 |
| PEAK ZENITH | BEACON DELTA | FZEOZJR1E | XAAU | 8.53% | $28,046,882 |
| FRONTIER FRONTIER EAGLE | BEACON PIONEER | JB3J9LTUE | KLGQO | 2.76% | $33,810,712 |