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Building 2COVINGTON INVESTMENT ADVISORS, INC.

Map pinLIGONIER, PA
Phone724-238-0151
NotebookSEC #801-62139
Total AUM
$885.9M
Employees
8
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 EAST MAIN STREET
LIGONIER
PA 15658
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
724-238-0151

ReceiptFinancials

Total AUM
$885.9M
Accounts
639
Discretionary
$854.7M
Accounts
626
Non-Discretionary
$31.2M
Accounts
13

ContactClients

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Individual Clients
141
AUM
$58M
HNW Individual Clients
74
AUM
$572.6M
Pension/Profit Sharing Plan Clients
5
AUM
$32.8M
Charitable Organization Clients
13
AUM
$216.4M
Corporation or Business Clients
3
AUM
$6.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPATXVA

HandshakeAffiliates

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

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