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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