COVENANT PARTNERS, LLC

3811 Bedford Avenue
Suite 201
Nashville, Tennessee 37215
Tel: 615-665-1801

About COVENANT PARTNERS, LLC

COVENANT PARTNERS, LLC, formally registered with the SEC as COVENANT PARTNERS, LLC. The firm was established in 06/27/2003. They have over 1 offices throughout the country.

COVENANT PARTNERS, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $1,010,948,405 assets under management, offering retirement planning & investment advisory services to 1011 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110137
SEC#	801-62178
Assets Managed by Firm	$1,010,948,405
No. of Clients	1011
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (FISCAL COUNSEL)

Firm Client Information

	No. of Clients	AUM
Firm Total	1011	$1,010,948,405
Individuals (other than high net worth individuals)	29	$9,011,094
High net worth individuals	100	$999,423,485
Charitable organizations	Fewer than 5 clients	$2,513,826

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