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COVINGTON & ASSOCIATES, INC.
CRD 113357 · SEC 801-60359
597 WESTFIELD AVE, WESTFIELD, NJ, 07090-3300, United States
Phone
908-232-4717
Fax
908-232-4708
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$308.2M
Discretionary AUM
$297.2M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.0M |
| High net worth individuals | 30 | $194.4M |
States served
CA, NJ, NY, FL
Official SEC filing: View on IAPD