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 a corporation that registered with the SEC in 2005 and is individually owned. Publicly reported attributes indicate the firm is not organized as a capital allocator and does not identify as an active ESG investor. It is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser under the data provided. The firm did not supply descriptive detail on its client segments, advisory services, fee arrangements, investment approach, or business activities in the source record. The available profile is therefore limited to entity-level characteristics and regulatory registration year.
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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