Covest (CRD# 173226) is a financial advisory firm headquartered in Raleigh, NC. They manage $2,316,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$210,545
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
James Castleman (CRD# 5582414) is an Investment Advisor Representative working at Covest in Raleigh, NC and has over 8 years of experience in the finance industry.