Covered Bridge Financial LLC

Covered Bridge Financial LLC (CRD# 151827) is a financial advisory firm headquartered in Pottersville, NJ. They manage $9,028,352 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Covered Bridge Financial LLC
Showing 1 - 1 of 1 top financial advisors.
David E. Cooley
CRD#: 3214745
Pottersville, NJ

David Cooley (CRD# 3214745) is an Investment Advisor Representative working at Covered Bridge Financial LLC in Pottersville, NJ and has over 16 years of experience in the finance industry.

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