Overview
Assets Under Management: $247 million
Headquarters: ELLENVILLE, NY
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
COOMBE, BENDER & COMPANY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119983), COOMBE, BENDER & COMPANY, LLC is subject to fiduciary duty under federal law.
COOMBE, BENDER & COMPANY, LLC is headquartered in ELLENVILLE, NY.
COOMBE, BENDER & COMPANY, LLC serves 71 high-net-worth clients according to their SEC filing dated September 30, 2024. View client details ↓
According to their SEC Form ADV, COOMBE, BENDER & COMPANY, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
COOMBE, BENDER & COMPANY, LLC manages $247 million in client assets according to their SEC filing dated September 30, 2024.
According to their SEC Form ADV, COOMBE, BENDER & COMPANY, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 343
Discretionary Accounts: 343
Regulatory Filings
CRD Number: 119983
Last Filing Date: 2024-09-30 00:00:00
Website: https://coombefinancial.com