NVEST FINANCIAL, LLC

Two International Drive
Suite 110
Portsmouth, New Hampshire 03801
Tel: 207-985-8585

About NVEST FINANCIAL, LLC

NVEST FINANCIAL, LLC, formally registered with the SEC as NVEST FINANCIAL, LLC. The firm was established in 03/04/2022. They have over 4 offices throughout the country.

NVEST FINANCIAL, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $379,824,260 assets under management, offering retirement planning & investment advisory services to 989 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128868
SEC#	801-123374
Assets Managed by Firm	$379,824,260
No. of Clients	989
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	989	$379,824,260
Individuals (other than high net worth individuals)	397	$162,107,741
High net worth individuals	89	$209,436,247
Charitable organizations	6	$3,796,084
Corporations or other businesses	5	$4,484,188

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GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
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