T
$31.0M Total AUM
$31.0M Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2024
- Office Locations
- 1
Office Locations
2701 Cambridge CT Suite 401 Auburn Hills MI
About Team Covert, LLC
Team Covert, LLC is a Auburn Hills-based RIA. The firm has been operating for 2 years. Managing $31.0M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Merrill Lynch.
Team overview
-- AVG AGE
$15.5M AVG AUM / ADVISOR
$815.8K AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEFFREY V COVERT
Chief Compliance Officer, Managing Member
- CRD
- #5839123
- Ownership
- 75% or more
Available
Available
Available
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S
Sarah Jane Fletcher
Director of Finance
- CRD
- #7029320
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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