Cove Fort Capital, LLC
Cove Fort Capital, LLC (CRD# 289204) is a financial advisory firm headquartered in American Fork, UT. They manage $6,417,425 in 75 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts75ACCOUNTS
-
Average Account Value$85,566
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, UT
Financial Advisors at Cove Fort Capital, LLC
1
Mason Hardman (CRD# 6829677) is an Investment Advisor Representative working at Cove Fort Capital, LLC in American Fork, UT and has over 6 years of experience in the finance industry.
2
Skyler Packard (CRD# 7114762) is an Investment Advisor Representative working at Cove Fort Capital, LLC in American Fork, UT and has over 4 years of experience in the finance industry.
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