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William J. Cunliffe

COVENANT ASSET MANAGEMENT, LLC·CHESTER, New Jersey
Clean recordCOVENANT ASSET MANAGEMENT, LLC
125 MAPLE AVENUE, CHESTER, NJ 07930CRD# 5238791Firm CRD# 108567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William J. Cunliffe · CHESTER, NJ
Registration
CRD #5238791 · COVENANT ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William J. Cunliffe is a registered financial advisor based in CHESTER, New Jersey, affiliated with COVENANT ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COVENANT ASSET MANAGEMENT, LLC
COVENANT ASSET MANAGEMENT, LLC
AUM
$494M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at COVENANT ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5238791
Firm CRD# 108567
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William J. Cunliffe offer?
William J. Cunliffe specializes in Financial Planning, Investment Management. Contact their office in CHESTER, New Jersey for a consultation.
What are William J. Cunliffe's credentials?
William J. Cunliffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William J. Cunliffe located?
William J. Cunliffe is based in CHESTER, New Jersey, working with COVENANT ASSET MANAGEMENT, LLC. Their office serves clients in the CHESTER metropolitan area and surrounding communities.
How does William J. Cunliffe charge for services?
William J. Cunliffe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COVENANT ASSET MANAGEMENT, LLC?
COVENANT ASSET MANAGEMENT, LLC has approximately 11 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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