COVALENT PARTNERS LLC

CONCORD, Massachusetts·1 registered advisor·CRD# 140494
SEC# 801-666560617-658-5500
01

Firm Overview

AUM
$134M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
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

1 registered advisor
David Andrew Foley
WALTHAM, Massachusetts
05

Office Locations

WALTHAM, Massachusetts
1 advisor

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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.