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).
Total Assets Under Management9MILLION
Total Number of Accounts53ACCOUNTS
Average Account Value$170,346
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Cooley (CRD# 3214745) is an Investment Advisor Representative working at Covered Bridge Financial LLC in Pottersville, NJ and has over 17 years of experience in the finance industry.