RIA Intelligence

COVENANT ASSET MANAGEMENT, LLC

CRD #108567 SEC #801-56296 CHESTER, NJ 908-879-4090
SEC Registered
Total AUM
$624.3M
Discretionary
$624.3M
Employees
11
Clients
251
Accounts
623

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 9, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CUNLIFFE, WILLIAM, J.ICHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGERNA
CUNLIFFE, WILLIAM, J.ICHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGERNA
CUNLIFFE, WILLIAM, J.ICHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGERNA
CUNLIFFE, WILLIAM, J.ICHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGERNA
CUNLIFFE, WILLIAM, J.ICHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGERNA
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEOE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEOE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEO/CHIEF COMPLIANCE OFFICERE Control
GUARINO, JOHN, C.IPRESIDENT AND CEOE Control
GUARINO, JOHN, C.IPRESIDENT AND CEOE Control
GUARINO, JOHN, C.IPRESIDENT AND CEOE Control
GUARINO, JOHN, C.IPRESIDENT AND CEOE Control
GUARINO, JOHN, C.IPRESIDENT AND CEOE Control

Registrations

Federal

IA
Apr 9, 2025 REGISTERED

Notice Filings (7)

CA FL NC NJ NY TX VA

Address

125 MAPLE AVENUE
CHESTER, NJ 07930
United States
Phone: 908-879-4090