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CF
RIA · CRD 165873State-Registered Investment Adviser

Updated:

Covenant Financial Planning and Resource Management

Covenant Financial Planning and Resource Management, Inc. is a state-registered investment adviser. The firm manages approximately $352,897 in regulatory...

Overview

Covenant Financial Planning and Resource Management, Inc. is a state-registered investment adviser. The firm manages approximately $352,897 in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Frequently asked questions

Does Covenant participate in fund commitments or only direct deals?

No information exists in the public domain about Covenant's investment vehicles or commitments. The firm's investment posture — whether fund commitments, direct deals, or advisory-only — cannot be confirmed.

Which sectors does Covenant explicitly avoid?

No documented investment restrictions or sector preferences are associated with Covenant. Without portfolio disclosures or regulatory filings, any stated avoids remain unknown.

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