Covenant Asset Management is an investment advisor in Chester with $490.97 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
223629875
SEC advisor number
801-56296
FINRA CRD number
108567
AUM ?
$416.57 mm
(as of 22 Mar 23)
Accounts
534
(as of 22 Mar 23)
Employees
11
(8 investment advisory or research)
Address
Covenant Asset Management
125 MAPLE AVENUE
CHESTER
NJ 07930
125 MAPLE AVENUE
CHESTER
NJ 07930
Phone
9088795270
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Oct 21