Coventry Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Fort Washington, Pennsylvania
CRD number
150462
Registered since
February 23, 2010

Firm profile

FINTRX

Overview

Coventry Securities, LLC is organized as a limited liability company and is listed in the source data as having both a domestic entity and an individual among its owners. The firm's regulatory classification is recorded as "Unclassified" and the dataset contains only a small set of firm-level attributes. Those attributes indicate Coventry Securities is not identified as a capital allocator, is not an active ESG investor, is not described as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not provided descriptive information about its advisory services, client segments, fee model, or investment process in the material provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Washington, PA

Montgomery

Location

Fort Washington, PA

Headquartered in Fort Washington, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
7111 Valley Green Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth