COVERED BRIDGE ADVISORS, LLC
CRD #291598 SEC #801-112298 YARDLEY, PA (215)-579-5760
SEC Registered
Total AUM
$123.9M
Discretionary
$114.8M
Employees
3
Clients
101
Accounts
494
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $147.5M | $134.6M | $12.9M | 3 | 201 |
| Dec 2021 | $123.9M | $114.8M | $9M | 3 | 199 |
| Nov 2021 | $123.9M | $114.8M | $9M | 4 | 199 |
| Sep 2021 | $123.9M | $114.8M | $9M | 4 | 199 |
| Mar 2021 | $123.9M | $114.8M | $9M | 4 | 199 |
| Aug 2020 | $115.9M | $93.2M | $22.7M | 4 | 0 |
| Jun 2020 | $115.9M | $93.2M | $22.7M | 4 | 0 |
| Mar 2020 | $115.9M | $93.2M | $22.7M | 4 | 0 |
| Mar 2019 | $102.2M | $97.3M | $4.9M | 4 | 0 |
| Mar 2019 | $102.2M | $97.3M | $4.9M | 4 | 0 |
| Mar 2019 | $127.8M | $119.6M | $8.2M | 4 | 0 |
| Dec 2018 | $127.8M | $119.6M | $8.2M | 4 | 0 |
| Oct 2018 | $127.8M | $119.6M | $8.2M | 4 | 0 |
| Apr 2018 | $127.8M | $119.6M | $8.2M | 4 | 0 |
| Apr 2018 | $127.8M | $119.6M | $8.2M | 4 | 0 |
| Feb 2018 | $127.8M | $119.6M | $8.2M | 4 | 0 |
| Dec 2017 | $0 | $0 | $0 | 4 | 0 |
DateMar 2022
Total AUM$147.5M
Discretionary$134.6M
Non-Disc.$12.9M
Employees3
Clients201
DateDec 2021
Total AUM$123.9M
Discretionary$114.8M
Non-Disc.$9M
Employees3
Clients199
DateNov 2021
Total AUM$123.9M
Discretionary$114.8M
Non-Disc.$9M
Employees4
Clients199
DateSep 2021
Total AUM$123.9M
Discretionary$114.8M
Non-Disc.$9M
Employees4
Clients199
DateMar 2021
Total AUM$123.9M
Discretionary$114.8M
Non-Disc.$9M
Employees4
Clients199
DateAug 2020
Total AUM$115.9M
Discretionary$93.2M
Non-Disc.$22.7M
Employees4
Clients0
DateJun 2020
Total AUM$115.9M
Discretionary$93.2M
Non-Disc.$22.7M
Employees4
Clients0
DateMar 2020
Total AUM$115.9M
Discretionary$93.2M
Non-Disc.$22.7M
Employees4
Clients0
DateMar 2019
Total AUM$102.2M
Discretionary$97.3M
Non-Disc.$4.9M
Employees4
Clients0
DateMar 2019
Total AUM$102.2M
Discretionary$97.3M
Non-Disc.$4.9M
Employees4
Clients0
DateMar 2019
Total AUM$127.8M
Discretionary$119.6M
Non-Disc.$8.2M
Employees4
Clients0
DateDec 2018
Total AUM$127.8M
Discretionary$119.6M
Non-Disc.$8.2M
Employees4
Clients0
DateOct 2018
Total AUM$127.8M
Discretionary$119.6M
Non-Disc.$8.2M
Employees4
Clients0
DateApr 2018
Total AUM$127.8M
Discretionary$119.6M
Non-Disc.$8.2M
Employees4
Clients0
DateApr 2018
Total AUM$127.8M
Discretionary$119.6M
Non-Disc.$8.2M
Employees4
Clients0
DateFeb 2018
Total AUM$127.8M
Discretionary$119.6M
Non-Disc.$8.2M
Employees4
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0