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| Happy Holidays!! thanks for using AUM13F!! |
| Covington & Associates Inc
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|---|---|
| CRD # | 113357 |
| SEC # | 801-60359 |
| CIK # | |
| AUM | $279.5 M (2025-03-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 908-232-4717 |
| Address | 597 Westfield Ave Westfield, NJ 07090-3300 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 5.3 |
| (b) Individuals (high net worth individuals) | 34 | 173.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 0 | 22.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 76.4 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 279.5 |
| By Discretionary | ||
| Discretionary | 152 | 268.6 |
| Non-Discretionary | 5 | 10.9 |
| Total | 157 | 279.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 73.4 | |
| United States Persons | 206.2 | |
| Total | 157 | 279.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 0.3 |
|
Synergy Financial Partners LLC
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|
CO | 0.3 |
|
Promontory Financial Planning LLC
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|
0.3 | |
|
Vaughan and Company Securities Inc
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NJ | 0.3 |
|
Union Heritage Capital
✚
|
MI | 0.3 |
|
Asset Preservation Group Inc
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|
TX | 0.3 |
|
Horizon Family Wealth Inc
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|
IL | 0.3 |
|
Bennett Selby Investments Limited Partnership
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|
0.3 | |
|
Lubitz Linda S CFP PA
✚
|
FL | 0.3 |
|
Moser Wealth Advisors LLC
✚
|
WA | 0.3 |