Covenant Wealth Advisors
Covenant Wealth Advisors (CRD# 160394) is a financial advisory firm headquartered in Westlake, OH. They manage $5,670,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$945,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Covenant Wealth Advisors
1
James Pazderak (CRD# 6015686) is an Investment Advisor Representative working at Covenant Wealth Advisors in Westlake, OH and has over 13 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.