AdvisorOS Directory
Claim Profile
WC

William J. Cunliffe

COVENANT ASSET MANAGEMENT, LLC·CHESTER, New Jersey
Unclaimed Profile
125 MAPLE AVENUE, CHESTER, NJ 07930CRD# 5238791Firm CRD# 108567
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHESTER?

Browse all registered financial advisors in CHESTER, New Jersey or claim this profile if it's yours.

Browse CHESTER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHESTER
John C. Guarino — COVENANT ASSET MANAGEMENT, LLCJohn Fernando Vieira — PERSONAL CFO SOLUTIONS LLCPatrick Augustine Nolan — PERSONAL CFO SOLUTIONS LLCBryan Patrick Landadio — PERSONAL CFO SOLUTIONS LLCSteven Feldstein — STEVEN FELDSTEIN & ASSOCIATES
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile