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INVESTED ADVISORS
KRISTEN E. COOMBS LLC
CRD 311243 · SEC 801-119770
366 WALKER DRIVE, SUITE 370, STATE COLLEGE, PA, 16801, United States
Phone
814-235-2703
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$268.3M
Discretionary AUM
$240.4M
Team
5 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $46.1M |
| High net worth individuals | 62 | $175.9M |
| Pension/profit sharing plans | 15 | $44.5M |
| Charitable organizations | 2 | $1.9M |
States served
MD, NC, PA, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD