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NVEST FINANCIAL, LLC
CRD 128868 · SEC 801-123374
TWO INTERNATIONAL DRIVE, SUITE 110, PORTSMOUTH, NH, 03801, United States
Phone
207-985-8585
Fax
207-985-8595
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$688.3M
Discretionary AUM
$688.3M
Team
16 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 607 | $203.8M |
| High net worth individuals | 192 | $467.7M |
| Charitable organizations | 9 | $12.2M |
| Corporations/business entities | 1 | $4.1M |
States served
CA, LA, ME, MA, NY, NC, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD