Daniel
Noven

Srs Capital Advisors, Inc

CRD#4537156
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Noven is a personal financial specialist operating out of Denver, Colorado who has 3 years of relevant experience. Noven is an employee of Srs Capital Advisors, Inc. Their career trajectory has included roles at N&A Professional Group, Pc Fka Noven & Associates, Pc, Noven Financial Group, Inc and Srs Capital Advisors, Inc. Noven can work in Colorado and Texas. Srs Capital Advisors, Inc is a registered investment firm based out of Denver, CO. It has offices in four locations and a total of 22 advisors. It handles $1 billion in total assets across its 3,450 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 3,450 accounts, just 8% are held by high-net-worth individuals who have at least $1 million in assets. Srs Capital Advisors, Inc offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors typically vary depending on the services offered. However, fees billed by Srs Capital Advisors, Inc can be comprised of any blend of asset-based and hourly fees.

Certifications and Registrations

Personal Financial Specialist

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

730 17Th Street Suite 107
Denver, CO 80202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Srs Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$1,159,183,101

CO Average: $2,349,664,866
Total Number of Employees

22

CO Average: 28
Total Number of Accounts

3,450

CO Average: 1,101
Average Account Size

$335,995

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Daniel Noven Work History

Daniel has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Srs Capital Advisors, Inc

2008 - 2019 (11 years)

N&A Professional Group, Pc Fka Noven & Associates, Pc

1995 - 2020 (25 years)

Noven Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Noven to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Srs Capital Advisors, Inc

Jeffrey Apps
Avon, CO
Michael Riordan
Denver, CO
Patrick South
Wayne, PA
Albert Flores
Denver, CO
Christian Pevarnik
Denver, CO
Geraldine Janiczek
Denver, CO
Philip Cook
Denver, CO
Patrick Johnson
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started