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Home > Retirement Planners > pennsylvania > ligonier > COVINGTON INVESTMENT ADVISORS, INC.
COVINGTON INVESTMENT ADVISORS, INC.
301 East Main Street
Ligonier, Pennsylvania 15658
Tel: 724-238-0151
About COVINGTON INVESTMENT ADVISORS, INC.
COVINGTON INVESTMENT ADVISORS, INC, formally registered with the SEC as COVINGTON INVESTMENT ADVISORS, INC. The firm was established in 06/19/2003. They have over 1 offices throughout the country.
COVINGTON INVESTMENT ADVISORS, INC. is a Ligonier, Pennsylvania based Financial Planning firm with nearly $808,802,171 assets under management, offering retirement planning & investment advisory services to 579 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127270 |
| SEC# | 801-62139 |
| Assets Managed by Firm | $808,802,171 |
| No. of Clients | 579 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 579 | $808,802,171 |
| Individuals (other than high net worth individuals) | 127 | $49,239,492 |
| High net worth individuals | 69 | $476,669,461 |
| Pension and profit sharing plans | 5 | $29,582,013 |
| Charitable organizations | 13 | $248,367,937 |
| Corporations or other businesses | 3 | $4,943,268 |
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