Coventry Securities, LLC
Firm details
- Headquarters
- Fort Washington, Pennsylvania
- CRD number
- 150462
- Registered since
- February 23, 2010
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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