Anovest Financial Services, Inc.
Firm details
- Headquarters
- Marietta, Georgia
- CRD number
- 133593
- Registered since
- May 11, 2005
Firm profile
FINTRXOverview
Anovest Financial Services, Inc. is organized as a corporation and is individually owned. FINTRX classifies the firm as "Unclassified" and records that it does not operate as a capital allocator. The firm has not provided information about its client segments, fee structure, advisory activities, or typical investment mandates in the FINTRX profile. FINTRX also notes that Anovest is not flagged as an active ESG investor, not designated a multi-state adviser, and not identified as a pension consultant.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Athanasios Bafas
CEO & PresidentCRD 1879961
Contacts
2 of 2Lois Bafas
Investment Advisor RepresentativeCRD 2207265
John Diczok
Investment Adviser RepresentativeCRD 2843747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marietta, GA
Cobb
Location
Marietta, GA
Headquartered in Marietta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cobb
- Address
- 3225 Shallowford Rd
- Time zone
- ET (UTC-5)
- Office locations
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