NVEST FINANCIAL, LLC

Tel: 207-985-8585

Two International Drive
Suite 110
Portsmouth, New Hampshire 3801

About NVEST FINANCIAL, LLC

NVEST FINANCIAL, LLC is a Portsmouth, New Hampshire based financial advisory firm with nearly $274,411,301 in assets under management and provides investment advisory services for 1104 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:		128868
SEC#:		801-123374
Assets under Management:		$274,411,301
No. of Clients:		1104
No. of Advisors:		10
Advisory Services Provided:		Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors
Fee Structure:		A percentage of AUM, Hourly charges, Fixed fees

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