COVINGTONALSINA

67 West Street
Ste 200
Annapolis, Maryland 21401
Tel: 410-457-7165

About COVINGTONALSINA

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.

Firm Information

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

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors

Firm Client Information

	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

Inquire with COVINGTONALSINA

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