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COVENANT
SAN ANTONIO, TX
210-403-5350
SEC #801-71043Total AUM
$2.1B
Employees
38Clients
546Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4372 N. LOOP 1604W
SUITE 116
SAN ANTONIO
TX 78249
United States
SUITE 116
SAN ANTONIO
TX 78249
United States
Operating Hours
8:00AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
210-403-5350
Other Offices
5
Financials
Total AUM
$2.1B
Accounts
1,889Discretionary
$2B
Accounts
1,824Non-Discretionary
$72.2M
Accounts
65
Clients
Individual Clients
315AUM
$180.6M
HNW Individual Clients
210AUM
$1.8B
Banking Clients
1AUM
$0
Pooled Vehicle Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
5AUM
$6.1M
Charitable Organization Clients
7AUM
$10.9M
Investment Advisor Clients
1AUM
$406.7K
Insurance Company Clients
1AUM
$0
Corporation or Business Clients
5AUM
$27.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLGAMONYOKTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.