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COVENANT PARTNERS, LLC

3811 Bedford Avenue
Suite 201
Nashville, Tennessee 37215
Tel: 615-665-1801

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About COVENANT PARTNERS, LLC

COVENANT PARTNERS, LLC, formally registered with the SEC as COVENANT PARTNERS, LLC. The firm was established in 06/27/2003. They have over 1 offices throughout the country.

COVENANT PARTNERS, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $1,010,948,405 assets under management, offering retirement planning & investment advisory services to 1011 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110137
SEC#801-62178
Assets Managed by Firm$1,010,948,405
No. of Clients1011
No. of Advisors15

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
  • Other (FISCAL COUNSEL)

Firm Client Information

No. of ClientsAUM
Firm Total1011$1,010,948,405
Individuals (other than high net worth individuals)29$9,011,094
High net worth individuals100$999,423,485
Charitable organizationsFewer than 5 clients$2,513,826

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