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 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
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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