Anovest Investment Advisors

Anovest Investment Advisors (CRD# 132344) is a financial advisory firm headquartered in Marietta, GA. They manage $25,558,899 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3225 Shallowford Road, Suite 220, Marietta, GA 30062
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $580,884
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Anovest Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Athanasios Bafas, financial advisor Marietta GA
Athanasios N. Bafas
CRD#: 1879961
3225 Shallowford Road, Suite 220, Marietta, GA 30062

Athanasios Bafas (CRD# 1879961) is an Investment Advisor Representative working at Anovest Investment Advisors in Marietta, GA and has over 35 years of experience in the finance industry.

2
Lois Bafas, financial advisor Marietta GA
Lois A. Bafas
CRD#: 2207265
3225 Shallowford Road, Suite 220, Marietta, GA 30062

Lois Bafas (CRD# 2207265) is an Investment Advisor Representative working at Anovest Investment Advisors in Marietta, GA and has over 24 years of experience in the finance industry.

3
John Diczok, financial advisor Marietta GA
John M. Diczok
CRD#: 2843747
3225 Shallowford Road, Suite 220, Marietta, GA 30062

John Diczok (CRD# 2843747) is an Investment Advisor Representative working at Anovest Investment Advisors in Marietta, GA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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