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 $148,883,390 assets under management, offering retirement planning & investment advisory services to 948 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	$148,883,390
No. of Clients	948
No. of Advisors	4

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
Education seminars/workshops
Other (ONGOING FINANCIAL COACHING)

Firm Client Information

	No. of Clients	AUM
Firm Total	948	$148,883,390
Individuals (other than high net worth individuals)	346	$51,233,311
High net worth individuals	79	$97,650,079

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