Overview
Assets Under Management: $523 million
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 5
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.45
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 1,244
Discretionary Accounts: 1,244
Regulatory Filings
CRD Number: 128868
Filing ID: 2009743
Last Filing Date: 2025-08-14 16:57:00
Website: https://nvestfinancial.com