Covered Bridge Advisors

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

22 River Rd, Cornwall Bridge, Connecticu...

Phone Number

(860) 672-0024

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Covered Bridge Advisors

Covered Bridge Advisors, LLC originally began as Capital Planning Advisory Group (CPAG) in 1988 with an original location in Princeton, New Jersey. As the company grew, the office was moved to Floral Vale Professional Park in Yardley Pennsylvania. CPAG relocated in 2001 to our current historic location. After a three-year merger with Cantor Fitzgerald Wealth Partners, the company rebranded as Covered Bridge Advisors in 2018. Our office building was originally a farmhouse built in three time periods, 1775, 1825, and 1850 - typical of buildings built at the time of the revolution and into the nineteenth century. The right front side of the building was constructed in 1775 by the Van Sant family after purchasing the land from a former indentured servant who was given the land by William Penn. The middle part of the house was constructed in 1825 by John Stockton, nephew of one of the original Declaration of Independence signers, Richard Stockton. John Stockton married one of the Van Sant dRead more
Popular SearchesCovered Bridge Advisors LLCCovered Bridge Associates LLCCovered Bridge Independents LLCGreen Bridge Advisors LLCBridge Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Covered Bridge Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Covered Bridge Advisors

<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2011
LE
Luke EvansAnalyst and Junior Advisor
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Covered Bridge Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Covered Bridge Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Covered Bridge Advisors.

Covered Bridge Advisors Tech Stack

A closer look at the technologies used by Covered Bridge Advisors

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Frequently Asked Questions Regarding Covered Bridge Advisors

What is Covered Bridge Advisors's official website?
Covered Bridge Advisors's official website is www.cbridgeadvisors.com
What is Covered Bridge Advisors's Revenue?
Covered Bridge Advisors's revenue is <$5 Million
What is Covered Bridge Advisors's SIC code?
Covered Bridge Advisors's SIC: 62,628
What is Covered Bridge Advisors's NAICS code?
Covered Bridge Advisors's NAICS: 52,523
How many employees does Covered Bridge Advisors have?
Covered Bridge Advisors has 1-10 employees
What industry does Covered Bridge Advisors belong to?
Covered Bridge Advisors is in the industry of: Finance, Securities Trading
What is Covered Bridge Advisors competition?
Covered Bridge Advisors top competitors include: Focus Financial Network, Safe Landing Financial, Darrow Wealth Management, HSC Wealth Advisors
What technology does Covered Bridge Advisors use?
Some of the popular technologies that Covered Bridge Advisors uses are: WordPress.org, PHP, Barracuda Networks, Google Font API
How do I contact Covered Bridge Advisors?
Covered Bridge Advisors contact info: Phone number: (860) 672-0024 Website: www.cbridgeadvisors.com
What does Covered Bridge Advisors do?

Covered Bridge Advisors, LLC originally began as Capital Planning Advisory Group (CPAG) in 1988 with an original location in Princeton, New Jersey. As the company grew, the office was moved to Floral Vale Professional Park in Yardley Pennsylvania. CPAG relocated in 2001 to our current historic location. After a three-year merger with Cantor Fitzger... ald Wealth Partners, the company rebranded as Covered Bridge Advisors in 2018. Our office building was originally a farmhouse built in three time periods, 1775, 1825, and 1850 - typical of buildings built at the time of the revolution and into the nineteenth century. The right front side of the building was constructed in 1775 by the Van Sant family after purchasing the land from a former indentured servant who was given the land by William Penn. The middle part of the house was constructed in 1825 by John Stockton, nephew of one of the original Declaration of Independence signers, Richard Stockton. John Stockton married one of the Van Sant daughters. The left side of the house was built in 1850 by the Flowers family who again married into the original Van Sant/Stockton family. The resulting farm was known as the Flowers Farm and remained that way until 1990 when it was sold for development to what is now Floral Vale Professional Park.Read More

Is Covered Bridge Advisors a public company?
Covered Bridge Advisors is private company therefore does not currently have an official ticker symbol
See more information about Covered Bridge Advisors

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