Cobble Hill Financial Services, Inc. is a large advisory firm based in Moorestown. It manages $682.9 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of New Jersey and New York.
Cobble Hill Financial Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cobble Hill Financial Services, Inc. is $682.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1287% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cobble 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.
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.
The principal office where Cobble Hill Financial Services, Inc. performs its advisory services is located at 99 West Main St, 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.