A
CRD: 132344
Anovest Investment Advisors
Marietta, GA, 30062
7709717117
$39.5M Total AUM
$39.5M Disc. AUM
-- 3Y CAGR
3 Employees
40 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Stonex
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-30-2004
- Office Locations
- 1
Office Locations
3225 Shallowford Road Suite 220 Marietta GA
About Anovest Investment Advisors
Anovest Investment Advisors is a Marietta-based RIA. The firm has been operating for 21 years. Managing $39.5M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Stonex. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$19.7M AVG AUM / ADVISOR
$986.4K AVG AUM / CLIENT
18.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Radial wave
Investment Themes
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Investment Vehicles
North catalyst
Services
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Owner & Executives
A
ATHANASIOS NICK BAFAS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1879961
- Ownership
- 50% but less than 75%
(818) 716-4740
alpha.delta@optimacapital.com
in linkedin.com/in/vertex-vital
L
LOIS ANN BAFAS
Secretary
- CRD
- #2207265
- Ownership
- 50% but less than 75%
(271) 404-9287
fusion.fusion@frontiercapital.com
in linkedin.com/in/horizon-element
Showing 2 of 2 owners & executives
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J
JOHN MICHAEL DICZOK
--
- CRD
- #2843747
(583) 815-2210
vector.atlas@beaconcapital.com
in linkedin.com/in/momentum-momentum
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,455,802 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,455,802 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,455,802
Equity - Exchange:
8.8% Public Funds:
30.0% U.S. Government/Agency:
6.2% Cash:
31.1% Corporate - Investment Grade:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $705,266,346 | 8.8% |
| Public Funds | $2,404,317,087 | 30.0% |
| U.S. Government/Agency | $496,892,198 | 6.2% |
| Cash | $2,492,475,380 | 31.1% |
| Corporate - Investment Grade | $1,915,439,279 | 23.9% |
| Total | $8,014,390,290 | 100.0% |