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.

The firm manages $37.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.34 million each.

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Granite	Director/portfolio manager	1 Aug 1999	Other	2278716
Althea La Skeels	President/director/secretary/treasurer	1 Aug 1999	75% - 100%	2096828

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.