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KRISTEN E. COOMBS LLC

UUIDdeead7e1-9e7d-5f24-8630-b0fea4e98f3c
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 311243 311243 1.0
sec_file_number 801-119770 801-119770

Profile

Websitehttp://www.weareinvested.com
HQ CitySTATE COLLEGE
HQ StatePA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • INVESTED ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)226,182,547.0
  • RAUM (discretionary)207,220,726.0
  • Actionable assets178,396,613.0
  • Accounts606.0

Institutional Clients

  • Government AUM
  • Pension AUM40,447,468.0
  • Charitable AUM1,191,803.0
  • HNW AUM136,757,342.0

As of 2025-03-18 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.