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Philip Coombe

COOMBE, BENDER & COMPANY, LLC·ELLENVILLE, New York
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129 SOUTH MAIN STREET, ELLENVILLE, NY 12428CRD# 1226396Firm CRD# 119983
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About

Philip Coombe is a registered financial advisor based in ELLENVILLE, New York, affiliated with COOMBE, BENDER & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COOMBE, BENDER & COMPANY, LLC
COOMBE, BENDER & COMPANY, LLC
AUM
$247M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1226396
Firm CRD# 119983
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Coombe offer?
Philip Coombe specializes in Financial Planning, Investment Management. Contact their office in ELLENVILLE, New York for a consultation.
What are Philip Coombe's credentials?
Philip Coombe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Coombe located?
Philip Coombe is based in ELLENVILLE, New York, working with COOMBE, BENDER & COMPANY, LLC. Their office serves clients in the ELLENVILLE metropolitan area and surrounding communities.
How does Philip Coombe charge for services?
Philip Coombe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOMBE, BENDER & COMPANY, LLC?
COOMBE, BENDER & COMPANY, LLC has approximately 5 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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