This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-20-2023
- Office Locations
- 2
Office Locations
About Covingtonalsina
CovingtonAlsina is a registered investment advisory firm providing personalized financial planning and investment guidance for individuals and families, with an explicit focus on helping women navigate retirement and long-term goals. The firm emphasizes education, compassion, and ongoing relationships, supported by online planning tools (eMoney) and a resource library covering investment, tax, estate, and insurance topics, with platform access through SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANN M. COVINGTON
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4723049
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Heather Megan Anthony
--
- CRD
- #8186879
RYAN JOSEPH BAILEY
--
- CRD
- #6707162
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $282,930,732 | $227,986 |
| Non-Discretionary | $0 | -- |
| Total | $282,930,732 | $227,986 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing