Kristen e. Coombs LLC
● SEC registered since 2020CRD 311243SEC# 801-119770State College, PA
Reg. AUM
$268.3M
Employees
5
Accounts
639
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 $268.3 million in regulatory assets under management and employs 5 people.
Kristen e. Coombs LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristen Elizabeth Coombs Control | Owner | Over 75% | 2020 |
| Lauren Gail Gretchen | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Kristen e. Coombs LLC manage?
Kristen e. Coombs LLC reports $268.3 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
| Address | 366 Walker Drive, Suite 370, State College, PA 16801 |
| Phone | 814-235-2703 |
| Office hours | 9 - 5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$268.3M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$268.3Mregulatory AUM
Discretionary $240.4MNon-discretionary $27.9M