NVEST ADVISORS, LLC

NVEST ADVISORS, LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 277064). Regulatory assets under management: $22.8M.

Registration

• CRD: 277064
• Type: Registered investment adviser
• Location: 118 N TEJON ST, COLORADO SPRINGS, CO, 80903
• Phone: 7192579301
• Latest filing: 2026-03-30
• Regulatory AUM: $22.8M
• Discretionary AUM: $17.3M
• Non-discretionary AUM: $5.5M
• Clients: 3
• Accounts: 262

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 277064 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search