RIA Intelligence

COVEREDBRIDGE, LLC

Legal name: COVEREDBRIDGE

CRD #304069 SEC #801-117237 MILWAUKEE, WI 610-428-8867
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 16, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FRANEY, MATTHEWICHIEF EXECUTIVE OFFICERE Control
FRANEY, MATTHEWICHIEF EXECUTIVE OFFICERE Control
Boyd, Mitchell, PatrickICHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICERB Control
Boyd, Mitchell, PatrickICHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 16, 2021 REGISTERED

Address

2767 N. SUMMIT AVENUE
MILWAUKEE, WI 53211
United States
Phone: 610-428-8867