Nvest Financial, LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 128868
- Registered since
- March 4, 2022
- Website
- www.planwithnvest.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.95%
- Individuals29.62%
- Charitable Organizations1.78%
- Corporations / Businesses0.59%
- Pension & Profit Sharing Plans0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Nvest Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves both individual/family and institutional clients and functions as a capital allocator, selecting third-party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements combine a percentage of assets under management with hourly and fixed-fee options. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds9%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 7
Eileen Monahan
Senior Financial ConsultantCRD 1056869
George Raftopoulos
PresidentCRD 1749955
Daphne Lafazan
Partner, Financial ConsultantCRD 2580293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$186M in ETFs
87%
$161M
13%
$24.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $20M | 160,871 | 10.77% |
Location
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 2 International Dr
- Time zone
- ET (UTC-5)
- Office locations
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