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

More Retirement Planning firms in Annapolis, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Annapolis, Maryland

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.