COOMBE, BENDER & COMPANY, LLC

129 South Main Street
Ellenville, New York 12428
Tel: 845-647-4800

About COOMBE, BENDER & COMPANY, LLC

COOMBE, BENDER & COMPANY, LLC, formally registered with the SEC as COOMBE, BENDER & COMPANY, LLC. The firm was established in 04/10/2006. They have over 2 offices throughout the country.

COOMBE, BENDER & COMPANY, LLC is a Ellenville, New York based Financial Planning firm with nearly $246,979,418 assets under management, offering retirement planning & investment advisory services to 343 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119983
SEC#	801-66482
Assets Managed by Firm	$246,979,418
No. of Clients	343
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	343	$246,979,418
Individuals (other than high net worth individuals)	262	$96,212,475
High net worth individuals	71	$128,415,756
Pension and profit sharing plans	2	$761,952
Charitable organizations	8	$21,589,235

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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