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David Isidarus Covas

Oberweis Asset Management Inc.

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About David Isidarus Covas

David Isidarus Covas is an investment advisor representative with Oberweis Asset Management Inc. David has been in the industry since July 22, 1997. David is registered with the state of Illinois and is series 63, SIE and series 7 licensed. David specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

David Covas is currently registered with Oberweis Asset Management Inc.. Oberweis Asset Management Inc. is an investment advisor located in Lisle, IL. The firm manages over $3 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, and government entities. Their services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm is registered with the SEC and has a strong track record of providing investment advice and portfolio management services.
Oberweis Asset Management Inc.

3333 WARRENVILLE ROAD

LISLE, IL 60532

$3.04B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Provide model portfolio data to clients

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David Covas’s Registration & Firm History

IL

10/12/2001 - Present

Oberweis Asset Management Inc. (LISLE IL)

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Licenses & Designations

BC

Issued 07/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Isidarus Covas.
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