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NVEST ADVISORS, LLC
CRD 277064
118 N TEJON ST, SUITE 305, COLORADO SPRINGS, CO, 80903, United States
Phone
7192579301
Fax
7194001971
Registration
— (—)
Source
State registered
Total AUM
$22.8M
Discretionary AUM
$17.3M
Team
3 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 186 | $17.3M |
| High net worth individuals | 3 | $2.7M |
| Pension/profit sharing plans | 3 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD