COVINGTONALSINA - Financial Advisor in Maryland, Annapolis

Tel: 410-457-7165 67 West Street Ste 200 Annapolis, Maryland 21401

About COVINGTONALSINA

COVINGTONALSINA is a Annapolis, Maryland based financial advisory firm with nearly $148,883,390 in assets under management and provides investment advisory services for 948 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

326810

Firm SEC#:

801-128186

Assets Under Management:

$148,883,390

No. of Clients:

948

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (ONGOING FINANCIAL COACHING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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