INVESTED ADVISORS
Firm details
- Headquarters
- STATE COLLEGE, Pennsylvania
- CRD number
- 311243
- Registered since
- November 12, 2020
- Website
- www.kristen-coombs.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.56%
- Individuals17.17%
- Pension & Profit Sharing Plans16.58%
- Charitable Organizations0.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Invested Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm is owner-operated and serves a mix of individual and family clients as well as institutional relationships. Its advisory services center on financial planning and portfolio management for individuals and small businesses, and the firm also operates an insurance brokerage. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities30%
- Cash & Cash Equivalents16%
- Private Funds2%
- US Government Bonds1%
Owners & executives
1 of 1Lauren Gretchen
Chief Compliance OfficerCRD 2690894
Contacts
2 of 2KRISTEN COOMBS
Founder and Financial AdvisorCRD 4270127
Blair Hefkin
Financial AdvisorCRD 7072873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$65.8M in ETFs
91%
$60M
1%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $5.1M | 51,553 | 7.78% |
Location
STATE COLLEGE, PA
CENTRE
Location
STATE COLLEGE, PA
Headquartered in STATE COLLEGE, PA, anchoring the State College-DuBois, PA metro in the Northeast.
- Metro area
- State College-DuBois, PA
- Region
- Northeast
- County
- CENTRE
- Address
- 366 Walker Dr
- Time zone
- ET (UTC-5)
- Office locations
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