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Building 2COOMBS WEALTH ADVISORY, LLC

Map pinBLUE BELL, PA
Phone(610) 825-3848
NotebookSEC #801-129867
Total AUM
$139.6M
Employees
2
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
490 NORRISTOWN ROAD
SUITE 250
BLUE BELL
PA 19422
United States
Operating Hours
9:00AM -5:00PM EST
Monday - Friday
Phone
(610) 825-3848

ReceiptFinancials

Total AUM
$139.6M
Accounts
91
Discretionary
$126.7M
Accounts
68
Non-Discretionary
$12.9M
Accounts
23

ContactClients

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Individual Clients
1
AUM
$1.6M
HNW Individual Clients
18
AUM
$138M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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