C
$12.2M Total AUM
$10.2M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-16-2023
- Office Locations
- 1
Office Locations
11201 N. Tatum Blvd., STE 300 Phoenix AZ
About Covenant Financial Advisors, LLC
Covenant Financial Advisors, LLC is a Phoenix-based RIA. The firm has been operating for 2 years. Managing $12.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$264.2K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHARLES MICHAEL HIRLINGER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1976529
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,155,205 | -- |
| Non-Discretionary | $1,996,312 | -- |
| Total | $12,151,517 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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