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NVEST FINANCIAL, LLC
Tel: 207-985-8585
Two International Drive Suite 110
Portsmouth, New Hampshire 03801
NVEST FINANCIAL, LLC
NVEST FINANCIAL, LLC is a Portsmouth, New Hampshire based financial advisory firm with nearly $379,824,260 in assets under management and provides investment advisory services for 989 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
128868
SEC#:
801-123374
No. of Clients:
989
Assets under Management
$379,824,260
No. of Advisors:
12
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