FIND A COVENANT WEALTH FINANCIAL ADVISOR NEAR ME
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CRD#: 341432
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for COVENANT WEALTH Comes From
Understanding the Statistics for COVENANT WEALTH and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
356 Sanders Road, Buffalo, NY 14216
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at COVENANT WEALTH
NG
Neal Gordon
IAR
RR
CRD#: 5722221
Location:
Rockaway, NJ
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
16 years
Adam J Ausloos
PR
CRD#: 5963691
Location:
Sarasota, FL 34236
Company:
ADVICEWORKS WEALTH ADVISORS
Disclosures:
Experience:
13 years
John Francis Stoj
IAR
CRD#: 2252015
Location:
Atlanta, GA
Company:
XYPN INVEST
Disclosures:
Experience:
29 years
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