ANOVEST FINANCIAL SERVICES, INC.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
MARIETTA, Georgia
CRD number
133593
Registered since
May 11, 2005

Firm profile

FINTRX

Overview

Anovest Financial Services, Inc. is organized as a corporation and has been registered with the SEC since 2005. FINTRX categorizes ownership as individual and does not assign the firm to a specific advisory classification. The profile indicates the firm is not a multi-state adviser, is not identified as an active ESG investor, and does not appear to act as a capital allocator or pension consultant. It is also not listed as a related adviser or a newly formed adviser in the dataset. Publicly available entries in FINTRX provide limited descriptive detail about Anovest’s business model. The platform does not list the firm’s client segments, fee schedule, core advisory activities, or external affiliations, so how the firm positions its services and revenue model is not detailed in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ATHANASIOS BAFAS

    CEO & PresidentCRD 1879961

Contacts

2 of 2
  • LOIS BAFAS

    Investment Advisor RepresentativeCRD 2207265

  • JOHN DICZOK

    Investment Adviser RepresentativeCRD 2843747

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth