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Lonnie A. Coombs

COOMBS WEALTH ADVISORY, LLC·BLUE BELL, Pennsylvania
Unclaimed Profile
490 NORRISTOWN ROAD, BLUE BELL, PA 19422CRD# 6543572Firm CRD# 281132
01

About

Lonnie A. Coombs is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with COOMBS WEALTH ADVISORY, 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
COOMBS WEALTH ADVISORY, LLC
COOMBS WEALTH ADVISORY, LLC
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COOMBS WEALTH ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6543572
Firm CRD# 281132
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lonnie A. Coombs offer?
Lonnie A. Coombs specializes in Financial Planning, Investment Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are Lonnie A. Coombs's credentials?
Lonnie A. Coombs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lonnie A. Coombs located?
Lonnie A. Coombs is based in BLUE BELL, Pennsylvania, working with COOMBS WEALTH ADVISORY, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does Lonnie A. Coombs charge for services?
Lonnie A. Coombs's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOMBS WEALTH ADVISORY, LLC?
COOMBS WEALTH ADVISORY, LLC has approximately 2 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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