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Home > Retirement Planners > california > san francisco > COBURN BARRETT, LLC
COBURN BARRETT, LLC
636 Shrader
San Francisco, California 94117
Tel: 415-387-1001
About COBURN BARRETT, LLC
COBURN BARRETT, LLC, formally registered with the SEC as COBURN BARRETT, LLC. The firm was established in 06/07/2013. They have over 2 offices throughout the country.
COBURN BARRETT, LLC is a San Francisco, California based Financial Planning firm with nearly $137,892,634 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166464 |
| SEC# | 801-78173 |
| Assets Managed by Firm | $137,892,634 |
| No. of Clients | 1 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $137,892,634 |
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