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Home > Retirement Planners > new jersey > westfield > COVINGTON & ASSOCIATES, INC.
COVINGTON & ASSOCIATES, INC.
597 Westfield Ave
Westfield, New Jersey 07090-3300
Tel: 908-232-4717
About COVINGTON & ASSOCIATES, INC.
COVINGTON & ASSOCIATES, INC, formally registered with the SEC as COVINGTON & ASSOCIATES, INC. The firm was established in 06/20/2001. They have over 1 offices throughout the country.
COVINGTON & ASSOCIATES, INC. is a Westfield, New Jersey based Financial Planning firm with nearly $279,547,375 assets under management, offering retirement planning & investment advisory services to 157 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113357 |
| SEC# | 801-60359 |
| Assets Managed by Firm | $279,547,375 |
| No. of Clients | 157 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 157 | $279,547,375 |
| Individuals (other than high net worth individuals) | 9 | $5,349,397 |
| High net worth individuals | 34 | $173,663,157 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,057,676 |
| Charitable organizations | Fewer than 5 clients | $22,076,421 |
| Corporations or other businesses | Fewer than 5 clients | $76,400,724 |
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