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COVENANT MULTI-FAMILY OFFICES, LLC
COVENANT MULTI-FAMILY OFFICES, LLC
COVENANT
SAN ANTONIO, Texas
·
5 registered advisors
·
CRD# 152651
SEC# 801-71043
5
210-403-5350
01
Firm Overview
AUM
$2.1B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at COVENANT MULTI-FAMILY OFFICES, LLC
5 registered advisors
Barron Dean Beal
SAN ANTONIO, Texas
CRD# 4046616
Brian William Garrison
SAN ANTONIO, Texas
CRD# 2879020
John Duggan Eadie
SAN ANTONIO, Texas
CRD# 4538242
Justin Joseph Pawl
SAN ANTONIO, Texas
CRD# 3217488
Karl Joseph Eggerss
SAN ANTONIO, Texas
CRD# 2634722
05
Office Locations
SAN ANTONIO, Texas
5 advisors
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Data sourced from SEC Form ADV filings. COVENANT MULTI-FAMILY OFFICES, LLC (CRD# 152651) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.