Covered Bridge Financial LLC

Covered Bridge Financial LLC (CRD# 151827) is a financial advisory firm headquartered in , . They manage $33,407,422 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $321,225
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

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

David Cooley (CRD# 3214745) is an Investment Advisor Representative working at Covered Bridge Financial LLC in Califon, NJ and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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