Coveredbridge

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
304069
Registered since
August 22, 2019
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Coveredbridge is an independent registered investment adviser organized as an LLC and registered in Wisconsin. The firm is owned by an individual and describes its primary advisory role as selecting other advisers and allocating capital to external managers rather than running a large in-house investment platform. Fee arrangements are listed as “other,” suggesting non-standard billing structures (for example, project, subscription, or negotiated fees) rather than a simple AUM percentage. The firm does not identify as an active ESG investor and is not classified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Mitchell Boyd

    Mitchell Boyd

    Co-Founder and Chief Operating OfficerCRD 7146495

  • Matthew Franey

    Matthew Franey

    Chief Executive Officer and Co-FounderCRD 5363193

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Milwaukee
Address
7306 N Longacre Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth