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 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

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