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Nvest Financial, LLC

● SEC registered since 2022CRD 128868SEC# 801-123374Portsmouth, NH
Export (members)
Reg. AUM
$523.4M
Employees
15
Accounts
1,244
Location
Portsmouth, NH

Nvest Financial, LLC assets under management

Nvest Financial, LLC is an SEC-registered investment adviser based in Portsmouth, NH. The firm has been registered since 2022. It reports $523.4 million in regulatory assets under management and employs 15 people.
www.facebook.com/nvestfinancialgroupView on SEC.gov ↗

Nvest Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
George Nmn Raftopoulos ControlPresident25-50%2020
Nichole Demetria Raftopoulos ControlChief Executive Officer & Chief Compliance Officer50-75%2003

Frequently asked questions

How much does Nvest Financial, LLC manage?

Nvest Financial, LLC reports $523.4 million in regulatory assets under management on its Form ADV.

How many employees does Nvest Financial, LLC have?

Nvest Financial, LLC reports 15 employees.

Where is Nvest Financial, LLC located?

Nvest Financial, LLC is based in Portsmouth, NH and has been SEC-registered since 2022.

Does Nvest Financial, LLC disclose fund performance?

Nvest Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressTwo International Drive, Suite 110, Portsmouth, NH 03801
Phone207-985-8585
Fax207-985-8595
Office hours9:00 - 5:00
SEC regionBoston Regional Office (BRO)
CIK1915315
Discloses disciplinary historyYes

Assets under management

Discretionary$523.4M
Non-discretionary$0
Total (RAUM)$523.4M