Coburn Barrett, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Coburn Barrett, LLC
Overview
Coburn Barrett, LLC operates as an advisory company that has its headquarters in San Francisco, California. Coburn Barrett, LLC administers $143.0 million in total assets across two customer accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small group, including 4 financial advisors. Coburn Barrett, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, equities and bonds.
Coburn Barrett, LLC administers all of the company's accounts in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without requiring client authorization. The investment advisory firm administers an average of $71.5 million in assets for each account. An average financial advisor at Coburn Barrett, LLC administers fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's central office is at 1562 Grant Ave, San Francisco, California 94133. The firm is legally registered to provide services to clients across a few states, including California and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Coburn Barrett, LLC by the Numbers
$143.0 million
4
2
$71.5 million
Fee Structure
A financial advisor's fees vary depending on the financial services offered. However, fees charged by Coburn Barrett, LLC typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Coburn Barrett, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its two customers, Coburn Barrett, LLC's biggest client group is pooled investment vehicles. Around 100% of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Coburn Barrett, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Coburn Barrett, LLC
Wilson, WY
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.