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COOMBS WEALTH ADVISORY, LLC
COOMBS WEALTH ADVISORY, LLC
BLUE BELL, Pennsylvania
·
2 registered advisors
·
CRD# 281132
SEC# 801-129867
0
(610) 825-3848
01
Firm Overview
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at COOMBS WEALTH ADVISORY, LLC
2 registered advisors
Brian C. Coombs
BLUE BELL, Pennsylvania
CRD# 5687480
Lonnie A. Coombs
BLUE BELL, Pennsylvania
CRD# 6543572
05
Office Locations
BLUE BELL, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. COOMBS WEALTH ADVISORY, LLC (CRD# 281132) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.