COVE PRIVATE WEALTH, LLC
Tel: 516-588-1123 44 Yellow Cote Rd. Oyster Bay, New York 11771
About COVE PRIVATE WEALTH, LLC
COVE PRIVATE WEALTH, LLC is a Oyster Bay, New York based financial advisory firm with nearly $269,895,864 in assets under management and provides investment advisory services for 57 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
316866
Firm SEC#:
801-122756
Assets Under Management:
$269,895,864
No. of Clients:
57
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Fee Structure:
A percentage of AUM
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