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Building 2COOMBE, BENDER & COMPANY, LLC

Map pinELLENVILLE, NY
Phone845-647-4800
NotebookSEC #801-66482
Total AUM
$247M
Employees
5
Clients
343

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
129 SOUTH MAIN STREET
ELLENVILLE
NY 12428
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
845-647-4800
Other Offices
1

ReceiptFinancials

Total AUM
$247M
Accounts
343
Discretionary
$247M
Accounts
343
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
262
AUM
$96.2M
HNW Individual Clients
71
AUM
$128.4M
Pension/Profit Sharing Plan Clients
2
AUM
$762K
Charitable Organization Clients
8
AUM
$21.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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