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Covenant Asset Management, LLC

● SEC registered since 1999CRD 108567SEC# 801-56296Chester, NJ
Export (members)
Reg. AUM
$624.3M
Employees
11
Accounts
623
Location
Chester, NJ

Covenant Asset Management, LLC assets under management

Covenant Asset Management, LLC is a registered investment adviser overseen by the SEC based in Chester, NJ. The firm has been registered since 1999. It reports $624.3 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/covenant-asset-managementView on SEC.gov ↗

Covenant Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
John C. Guarino ControlPresident And CeoOver 75%1999
William J. CunliffeChief Compliance Officer And Portfolio ManagerUnder 5%2023

Frequently asked questions

How much does Covenant Asset Management, LLC manage?

Covenant Asset Management, LLC reports $624.3 million in regulatory assets under management on its Form ADV.

How many employees does Covenant Asset Management, LLC have?

Covenant Asset Management, LLC reports 11 employees.

Where is Covenant Asset Management, LLC located?

Covenant Asset Management, LLC is based in Chester, NJ and has been SEC-registered since 1999.

Does Covenant Asset Management, LLC disclose fund performance?

Covenant Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 Maple Avenue, Chester, NJ 07930
Phone908-879-4090
Fax908-879-6468
Office hours8:30 To 5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$624.3M
Non-discretionary$0
Total (RAUM)$624.3M