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Building 2COVERED BRIDGE ADVISORS, LLC

Map pinYARDLEY, PA
Phone(215)-579-5760
NotebookSEC #801-112298
Total AUM
$147.5M
Employees
3
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
708 FLORAL VALE BLVD.
YARDLEY
PA 19067
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(215)-579-5760

ReceiptFinancials

Total AUM
$147.5M
Accounts
505
Discretionary
$134.6M
Accounts
499
Non-Discretionary
$12.9M
Accounts
6

ContactClients

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Individual Clients
153
AUM
$70.5M
HNW Individual Clients
48
AUM
$72.9M
Pension/Profit Sharing Plan Clients
2
AUM
$4.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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