67 West Street
Ste 200
Annapolis, Maryland 21401
Tel: 410-457-7165
COVINGTONALSINA, formally registered with the SEC as COVINGTONALSINA. The firm was established in 06/20/2023. They have over 1 offices throughout the country.
COVINGTONALSINA is a Annapolis, Maryland based Financial Planning firm with nearly $127,413,207 assets under management, offering retirement planning & investment advisory services to 351 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 326810 |
SEC# | 801-128186 |
Assets Managed by Firm | $127,413,207 |
No. of Clients | 351 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 351 | $127,413,207 |
Individuals (other than high net worth individuals) | 328 | $72,547,481 |
High net worth individuals | 23 | $54,865,726 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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