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
Covered Bridge Financial LLC
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts104ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Covered Bridge Financial LLC
1
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.
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