Overview
Assets Under Management: $136 million
Headquarters: BLUE BELL, PA
High-Net-Worth Clients: 21
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.20
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 82
Discretionary Accounts: 60
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 281132
Last Filing Date: 2025-02-21 00:00:00
Website: https://coombscpa.com