Nvest Financial, LLC
● SEC registered since 2022CRD 128868SEC# 801-123374Portsmouth, NH
Reg. AUM
$688.3M
Employees
16
Accounts
2,066
Location
Portsmouth, NH
Nvest Financial, LLC assets under management
Nvest Financial, LLC is an SEC-registered investment adviser based in Portsmouth, NH. The firm has been registered since 2022. It reports $688.3 million in regulatory assets under management and employs 16 people.
Nvest Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Nmn Raftopoulos Control | President | 25-50% | 2020 |
| Nichole Demetria Raftopoulos Control | Chief Executive Officer & Chief Compliance Officer | 50-75% | 2003 |
Frequently asked questions
How much does Nvest Financial, LLC manage?
Nvest Financial, LLC reports $688.3 million in regulatory assets under management on its Form ADV.
How many employees does Nvest Financial, LLC have?
Nvest Financial, LLC reports 16 employees.
Where is Nvest Financial, LLC located?
Nvest Financial, LLC is based in Portsmouth, NH and has been SEC-registered since 2022.
Does Nvest Financial, LLC disclose fund performance?
Nvest Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Two International Drive, Suite 110, Portsmouth, NH 03801 |
| Phone | 207-985-8585 |
| Fax | 207-985-8595 |
| Office hours | 9:00 - 5:00 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1915315 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$688.3M▲ 81%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$688.3Mregulatory AUM
Discretionary $688.3M