Coble Hill Financial Services, Inc. (Moorestown)
Coble Hill Financial Services, Inc. is a large advisory firm based in Moorestown. It manages $37.5 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and Pennsylvania.
Coble Hill Financial Services provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Coble Hill Financial Services: assets under management
The assets under management (AUM) of Coble Hill Financial Services, Inc. is $37.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Coble Hill Financial Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Coble Hill Financial Services, Inc.
Thomas Granite has been acting as President since 1 Aug 1999. Althea La Skeels joined the executive team most recently as the President/Director/Secretary/Treasurer.
Direct owners and executive officers
Based in Moorestown
The principal office where Coble Hill Financial Services, Inc. performs its advisory services is located at 214 West Main St #210, Moorestown, NJ 08057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 856-231-7770 or by fax 856-231-9099. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.
Registered investment advisers similar to Coble Hill Financial Services, Inc.
- Investor Resources
- Bayview Investment Counsel
- Mitchell Advisory
- Cornerstone Capital Advisors
- Allstate Financial Advisors
- Blue Chip Money Management
- White Charles Edward
- Vere Asset Management
- Charles E. White & Associates
- Krakowiak Frederick Alan
- Christian Investment Consultants
- Rutherford Investment Management
- John H. Dalton, Jr
- Paragon Financial Group
- Gavrich, Robert Jan