COVIEW CAPITAL, INC.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
35842
Registered since
August 12, 1994

Firm profile

FINTRX

Overview

Coview Capital, Inc. is organized as a corporation and has been SEC-registered since 1994. The firm is individually owned and is recorded in FINTRX as an unclassified adviser. The public record does not list the firm as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided detail on its advisory activities, client types, fee models, or investment approach in the available data set, leaving its product mix and target client segment unspecified.

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

3 of 9
  • JEFFREY LEHMAN

    Registered RepresentativeCRD 2701564

  • CHRISTOPHER NOVAK

    Managing DirectorCRD 5099366

  • Joseph Vieira

    Senior AnalystCRD 7887437

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
780 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth