Overview
Assets Under Management: $247 million
Headquarters: ELLENVILLE, NY
High-Net-Worth Clients: 71
Average Client Assets: $2 million
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