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NVEST FINANCIAL, LLC
PORTSMOUTH, NH
207-985-8585
SEC #801-123374Total AUM
$688.3M
Employees
16Clients
810Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
TWO INTERNATIONAL DRIVE
SUITE 110
PORTSMOUTH
NH 03801
United States
SUITE 110
PORTSMOUTH
NH 03801
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
207-985-8585
Other Offices
3
Financials
Total AUM
$688.3M
Accounts
2,066Discretionary
$688.3M
Accounts
2,066Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
607AUM
$203.8M
HNW Individual Clients
192AUM
$467.7M
Pension/Profit Sharing Plan Clients
1AUM
$487.2K
Charitable Organization Clients
9AUM
$12.2M
Corporation or Business Clients
1AUM
$4.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACTFLLAMAMENCNHNYSCTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.