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COVENANT ASSET MANAGEMENT, LLC
125 Maple Avenue
Chester, New Jersey 07930
Tel: 908-879-4090
About COVENANT ASSET MANAGEMENT, LLC
COVENANT ASSET MANAGEMENT, LLC, formally registered with the SEC as COVENANT ASSET MANAGEMENT, LLC. The firm was established in 03/18/1999. They have over 1 offices throughout the country.
COVENANT ASSET MANAGEMENT, LLC is a Chester, New Jersey based Financial Planning firm with nearly $494,361,326 assets under management, offering retirement planning & investment advisory services to 552 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108567 |
| SEC# | 801-56296 |
| Assets Managed by Firm | $494,361,326 |
| No. of Clients | 552 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 552 | $494,361,326 |
| Individuals (other than high net worth individuals) | 192 | $36,350,177 |
| High net worth individuals | 345 | $442,504,726 |
| Pension and profit sharing plans | 8 | $5,964,186 |
| Charitable organizations | 7 | $9,542,237 |
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