C
CRD: 328371
Coulombe AND Sons Wealth Management
$5.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-22-2024
- Office Locations
- 1
Office Locations
21300 Victory Boulevard Suite 300 Woodland Hills CA
About Coulombe AND Sons Wealth Management
Coulombe AND Sons Wealth Management is a Woodland Hills-based RIA. The firm has been operating for 2 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Trade-PMR.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$152.5K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Andre Normand Coulombe
Broker, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4286595
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,335,914 | -- |
| Total | $5,335,914 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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