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Building 2COVINGTON & ASSOCIATES, INC.

Map pinWESTFIELD, NJ
Phone908-232-4717
NotebookSEC #801-60359
Total AUM
$308.2M
Employees
3
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
597 WESTFIELD AVE
WESTFIELD
NJ 07090-3300
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
908-232-4717

ReceiptFinancials

Total AUM
$308.2M
Accounts
164
Discretionary
$297.2M
Accounts
162
Non-Discretionary
$11M
Accounts
2

ContactClients

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Individual Clients
15
AUM
$5M
HNW Individual Clients
30
AUM
$194.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
1
AUM
$24M
Corporation or Business Clients
1
AUM
$82.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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