Patrick
Wallace
Covington Investment Advisors, Inc
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About this Advisor
Patrick Wallace is a financial advisor based out of Ligonier, Pennsylvania who has 20 years of industry experience. Wallace is an employee of Covington Investment Advisors, Inc. They have spent their entire career at Covington Investment Advisors, Inc. Wallace can advise clients in Florida, Pennsylvania and Texas. Covington Investment Advisors, Inc is an advisory firm headquartered in Ligonier, PA. It oversees $575 million in assets under management across its 523 client accounts, placing it among the larger firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 523 customer accounts, 28% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees vary depending on the services offered. However, fee types billed by Covington Investment Advisors, Inc may include some blend of asset-based, hourly and other fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Covington Investment Advisors, Inc Brokerage Details
$574,455,521
5
523
$1,098,385
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Disclosures
Please visit the SEC profile of Patrick Wallace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Covington Investment Advisors, Inc
Ligonier, PA
Ligonier, PA
Ligonier, PA
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