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Kristen e. Coombs LLC

● SEC registered since 2020CRD 311243SEC# 801-119770State College, PA
Export (members)
Reg. AUM
$226.2M
Employees
5
Accounts
606
Location
State College, PA

Kristen e. Coombs LLC assets under management

Kristen e. Coombs LLC is a registered investment adviser overseen by the SEC based in State College, PA. The firm has been registered since 2020. It reports $226.2 million in regulatory assets under management and employs 5 people.

Kristen e. Coombs LLC owners & executives

2 reported
NameTitleOwnershipSince
Kristen Elizabeth Coombs ControlOwnerOver 75%2020
Lauren Gail GretchenChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Kristen e. Coombs LLC manage?

Kristen e. Coombs LLC reports $226.2 million in regulatory assets under management on its Form ADV.

How many employees does Kristen e. Coombs LLC have?

Kristen e. Coombs LLC reports 5 employees.

Where is Kristen e. Coombs LLC located?

Kristen e. Coombs LLC is based in State College, PA and has been SEC-registered since 2020.

Does Kristen e. Coombs LLC disclose fund performance?

Kristen e. Coombs LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address366 Walker Drive, Suite 370, State College, PA 16801
Phone814-235-2703
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$207.2M
Non-discretionary$19M
Total (RAUM)$226.2M