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Building 2COVENANT ASSET MANAGEMENT, LLC

Map pinCHESTER, NJ
Phone908-879-4090
NotebookSEC #801-56296
Total AUM
$692.6M
Employees
11
Clients
665

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 MAPLE AVENUE
CHESTER
NJ 07930
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
908-879-4090
Other Offices
3

ReceiptFinancials

Total AUM
$692.6M
Accounts
665
Discretionary
$692.6M
Accounts
665
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
231
AUM
$41.6M
HNW Individual Clients
412
AUM
$625.7M
Pension/Profit Sharing Plan Clients
11
AUM
$9.2M
Charitable Organization Clients
8
AUM
$13.8M
Corporation or Business Clients
3
AUM
$2.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNCNJNYTXVA

HandshakeAffiliates

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

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