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Building 2COVENANT PARTNERS, LLC

Map pinNASHVILLE, TN
Phone615-665-1801
NotebookSEC #801-62178
Total AUM
$1.1B
Employees
15
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3811 BEDFORD AVENUE
SUITE 201
NASHVILLE
TN 37215
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
615-665-1801

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,044
Discretionary
$775.4M
Accounts
528
Non-Discretionary
$304M
Accounts
516

ContactClients

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Individual Clients
34
AUM
$5.7M
HNW Individual Clients
105
AUM
$1.1B
Charitable Organization Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FISCAL COUNSEL
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATNTX

HandshakeAffiliates

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

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