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 has been SEC-registered since 2005. The firm is owned by an individual and is classified in the dataset as "Unclassified." The profile indicates that Anovest does not operate as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multistate adviser, newly formed adviser, pension consultant, or related adviser. The source file does not include details about the firm’s client segments, fee schedule, core business activities, or advisory services, and the firm did not provide supplemental information about its external activities or affiliations in the dataset.
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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