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TEAM COVERT, LLC
CRD 331269
2701 CAMBRIDGE CT, SUITE 401, AUBURN HILLS, MI, 48326, United States
Phone
517-898-5338
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.0M
Discretionary AUM
$31.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $6.0M |
| High net worth individuals | 14 | $25.0M |
Official SEC filing: View on IAPD