COVEMARK INVESTMENT MANAGER LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
300806
Registered since
March 21, 2019

Firm profile

FINTRX

Overview

Covemark Investment Manager LLC is a limited liability company that registered with the SEC in 2019. The firm is owned by an individual and is classified as unclassified in the available data. It does not identify as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state or related adviser. Public-facing descriptions of its fee structure, client base, and day-to-day advisory activities were not provided.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Aaron Cook

    Founding PartnerCRD 7076644

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
17766 Preston Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth