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COVENANT WEALTH ADVISORS

Tel: (804) 729-5265
8001 Franklin Farms Drive
Rm 208
Richmond, Virginia  23229

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COVENANT WEALTH ADVISORS

COVENANT WEALTH ADVISORS is a Richmond, Virginia based financial advisory firm with nearly $653,008,459 in assets under management and provides investment advisory services for 1567 clients. There are currently 11 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

155221

SEC#:

801-114868

No. of Clients:

1567

Assets under Management

$653,008,459

No. of Advisors:

11

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