KRISTEN E. COOMBS LLC

KRISTEN E. COOMBS LLC of STATE COLLEGE, PA is an SEC-registered investment adviser (CRD 311243). Regulatory assets under management: $268.3M.

Registration

• CRD: 311243
• SEC file number: 801-119770
• Type: Registered investment adviser
• Location: 366 WALKER DRIVE, SUITE 370, STATE COLLEGE, PA, 16801
• Phone: 814-235-2703
• Latest filing: 2026-05-13
• Regulatory AUM: $268.3M
• Discretionary AUM: $240.4M
• Non-discretionary AUM: $27.9M
• Clients: 5
• Accounts: 639

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311243 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search