COVENANT ASSET MANAGEMENT, LLC

CHESTER, New Jersey·2 registered advisors·CRD# 108567
SEC# 801-562960908-879-4090
01

Firm Overview

AUM
$494M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COVENANT ASSET MANAGEMENT, LLC

2 registered advisors
John C. Guarino
CHESTER, New Jersey
William J. Cunliffe
CHESTER, New Jersey
05

Office Locations

CHESTER, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. COVENANT ASSET MANAGEMENT, LLC (CRD# 108567) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.