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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, GEORGE, NICHOLAS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 23, 2021 REGISTERED
Notice Filings (6)
AZ FL NJ NY PA TX
Address
708 FLORAL VALE BLVD.YARDLEY, PA 19067
United States
Phone: (215)-579-5760