Overview
Assets Under Management: $128 million
Headquarters: YARDLEY, PA
High-Net-Worth Clients: 44
Average Client Assets: $1.6 million
Frequently Asked Questions
COVERED BRIDGE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291598), COVERED BRIDGE ADVISORS, LLC is subject to fiduciary duty under federal law.
COVERED BRIDGE ADVISORS, LLC is headquartered in YARDLEY, PA.
COVERED BRIDGE ADVISORS, LLC serves 44 high-net-worth clients according to their SEC filing dated October 10, 2018. View client details ↓
According to their SEC Form ADV, COVERED BRIDGE ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COVERED BRIDGE ADVISORS, LLC manages $128 million in client assets according to their SEC filing dated October 10, 2018.
According to their SEC Form ADV, COVERED BRIDGE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.96%
Average Client Assets: $1.6 million
Total Client Accounts: 480
Discretionary Accounts: 467
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 291598
Filing ID: 1245195
Last Filing Date: 2018-10-10 13:51:00