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COVENANT ASSET MANAGEMENT, LLC
CRD 108567 · SEC 801-56296
125 MAPLE AVENUE, CHESTER, NJ, 07930, United States
Phone
908-879-4090
Fax
908-879-6468
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$692.6M
Discretionary AUM
$692.6M
Team
11 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $41.6M |
| High net worth individuals | 412 | $625.7M |
| Pension/profit sharing plans | 11 | $9.2M |
| Charitable organizations | 8 | $13.8M |
| Corporations/business entities | 3 | $2.3M |
States served
CA, MD, NJ, NY, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD