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COVENANT FINANCIAL ADVISORS, LLC
CRD 328840
11201 N TATUM BLVD., SUITE 300, PHOENIX, AZ, 85028, United States
Phone
602-861-0033
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.2M
Discretionary AUM
$10.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $5.7M |
Official SEC filing: View on IAPD