Nvest Advisors, LLC

Nvest Advisors, LLC (CRD# 277064) is a financial advisory firm headquartered in Brighton, CO. They manage $6,057,860 in 108 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $56,091
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Nvest Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy T. Torgerson
CRD#: 5546264
PO Box 554, Brighton, CO 80601
100
Wealthminder
score

Jeremy Torgerson (CRD# 5546264) is the CEO and Senior Investment Advisor Representative at nVest Advisors, LLC in Texas and Colorado, and has over 10 years of experience in the finance industry.

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