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ANOVEST INVESTMENT ADVISORS
ANOVEST INVESTMENT ADVISORS, INC.
CRD 132344
3225 SHALLOWFORD ROAD, SUITE 220, MARIETTA, GA, 30062, United States
Phone
770-971-7117
Fax
770-971-7236
Registration
— (—)
Source
State registered
Total AUM
$39.5M
Discretionary AUM
$39.5M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.8M |
| High net worth individuals | 35 | $37.7M |
Official SEC filing: View on IAPD