Stephen
Comes

Columbus Macro, LLC

CRD#2454396
Investment Advisor
in Doylestown, PA

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About this Advisor

Stephen Comes is a financial advisor based in Doylestown, Pennsylvania, working with Columbus Macro, LLC. Stephen has previously held positions at Boenning & Scattergood and Columbus Macro, LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Stephen is part of Columbus Macro, LLC, which operates out of Doylestown, Pennsylvania. The firm has 1 office and 7 employees. The firm manages assets totaling $277.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Columbus Macro, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Doylestown, PA

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Columbus Macro, LLC Brokerage Details

Total Assets Under Management

$277,293,048

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

832

PA Average: 3,342
Average Account Size

$333,285

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Stephen Comes Work History

2023 - Present (1 year)

Columbus Macro, LLC

2000 - 2023 (23 years)

Boenning & Scattergood

Disclosures

Please visit the SEC profile of Stephen Comes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Columbus Macro, LLC

Brian Wright
New Castle, PA
Lon Gerber
New Castle, PA
Craig Columbus
New Castle, PA
Scott Dooley
New Castle, PA
Stephen Comes
Doylestown, PA

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