Coombe, Bender & Company, LLC is a respected investment advisory firm located in Ellenville, NY. With two offices, this small firm provides personalized financial services to a diverse client base. Committed to excellence, Coombe, Bender & Company, LLC employs a team of five professionals, four of whom specialize in investment advisory services.
With an average of $49,330,000 in assets under management per investment advisor, Coombe, Bender & Company, LLC demonstrates competence that aligns with industry standards. Their compensation structure is flexible, offering clients a range of options such as a percentage of assets under management, fixed fees, and hourly charges.
The firm's expertise is evident in their handling of employer 401Ks and individual investments, which collectively represent approximately half of their impressive $197,301,000 assets under management. Their vast experience in this area ensures that clients receive well-informed advice and assistance.
Coombe, Bender & Company, LLC prides itself on offering discretionary management, ensuring that clients can trust their decisions without micromanagement. The firm's commitment to integrity, trust, and transparency has earned them a loyal clientele of over 260 individual investors.
As a local presence in Ellenville, NY, Coombe, Bender & Company, LLC is deeply rooted in the community. With a dedicated team and a proven track record of success, this investment advisory firm continues to provide exceptional financial guidance to individuals, ensuring their clients' financial well-being for years to come.