Novem Group

Overview

Novem Group is an SEC registered investment adviser based in Rochester, NY, registered since 2011. It reports $1.7B in assets under management across 5,571 accounts, with 52 employees. It has 31 investment adviser representatives.

Reported AUM

$1.7B

Discretionary

85%

Accounts

5,571

Average account

$308K

Employees

52

Advisory reps

31

Registered since

2011

Jurisdictions

32

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Robert Joseph Bartolotta Chief Executive Officer, Chief Compliance Officer CRD 1943239
• Patrick Daniel Manuel Shareholder CRD 5198707

Advisory reps 3 of 31

• Amanda Rachel Abdoo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5597000
• Kevin G Albrecht Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1446140
• Jeffrey Bernard Altieri Investment Adviser Rep CRD 862821

28 more advisory reps, with emails, phones and branch locations

Location

Headquarters

350 Linden Oaks Ste 140
Rochester, NY 14625

County

Monroe

Metro area

Rochester, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 32 jurisdictions
• Website: novemgroup.com

Every state, with registration dates

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