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 a corporation that has been SEC-registered since 2005 and is individually owned. The firm is classified as unclassified in the provided data and does not identify itself as a capital allocator. It is not flagged as an active ESG investor, not designated as a multi-state adviser, and is not described as a pension consultant or related adviser. The firm provided minimal public detail about its business model: fields for client base, fee structure, specific advisory activities, and affiliations are blank in the available record. That limited disclosure makes it difficult to characterize its target clients, service model, or investment approach from the supplied data.
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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