COVALENT PARTNERS LLC

CONCORD, Massachusetts·6 registered advisors·CRD# 140494
SEC# 801-666560617-658-5500
01

Firm Overview

AUM
$134M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at COVALENT PARTNERS LLC

6 registered advisors
Brett David Lamonda
CONCORD, Massachusetts
David Andrew Foley
WALTHAM, Massachusetts
Gail Kelly Mattera
CONCORD, Massachusetts
Neil Joseph Finneran
WALTHAM, Massachusetts
Robert Lee Hockett
CONCORD, Massachusetts
William Duncan Benjes
CONCORD, Massachusetts
05

Office Locations

CONCORD, Massachusetts
4 advisors
WALTHAM, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. COVALENT PARTNERS LLC (CRD# 140494) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.