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. Ownership is held by an individual rather than a corporate parent. FINTRX classifies the firm as unclassified and notes it is not designated as a capital allocator. The record also flags the firm as not actively pursuing ESG investing, not operating as a multi-state adviser, not newly formed, and not positioned as a pension consultant or a related adviser.
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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