Covington Investment Management, LLC

Covington Investment Management, LLC (CRD# 160430) is a financial advisory firm headquartered in New Orleans, LA. They manage $8,900,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

639 Loyola Avenue, Suite 2775, New Orleans, LA 70113

By the Numbers

Total Assets Under Management

9

MILLION
Total Number of Accounts

1

ACCOUNTS
Average Account Value

$8,900,000

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Portfolio management for pooled investment vehicles (other than investment companies)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Covington Investment Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Joseph S. Charbonnet

CRD#: 2456551

639 Loyola Avenue, Suite 2775, New Orleans, LA 70113

Joseph Charbonnet (CRD# 2456551) is an Investment Advisor Representative working at Covington Investment Management, LLC in New Orleans, LA and has over 28 years of experience in the finance industry.

Mark L. Gundlach

CRD#: 3100859

639 Loyola Avenue, Suite 2775, New Orleans, LA 70113

Mark Gundlach (CRD# 3100859) is an Investment Advisor Representative working at Covington Investment Management, LLC in New Orleans, LA and has over 25 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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