Coveredbridge
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 304069
- Registered since
- August 22, 2019
- Website
- yourcoveredbridge.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Coveredbridge is a limited liability company that registered with the SEC in 2019 and is owned by an individual. The firm functions primarily as a capital allocator and its stated advisory activity is the selection of other advisers, indicating its role centers on sourcing and directing capital to external managers rather than running a large in-house platform of retail accounts. Its fee structure is categorized as "other" and it does not identify as an active ESG investor. The firm is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
2 of 2
Mitchell Boyd
Co-Founder and Chief Operating OfficerCRD 7146495
Matthew Franey
Chief Executive Officer and Co-FounderCRD 5363193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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