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. Public disclosures in the source dataset are limited: the firm is listed as owner-operated (individual owner type) and is categorized as "Unclassified." It is not identified as a capital allocator, does not self-report as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. The firm did not provide detail in the dataset on its client segments, fee model, specific advisory activities, or external affiliations, so its service offerings and target markets are not described in the available record.

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