Cobble Hill Financial Services, Inc. (Moorestown)

Cobble Hill Financial Services, Inc. is a large advisory firm based in Moorestown. It manages $682.9 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of New Jersey and New York.

Cobble Hill Financial Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cobble Hill Financial Services: assets under management

The assets under management (AUM) of Cobble Hill Financial Services, Inc. is $682.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1287% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $682.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.91 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cobble Hill Financial Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cobble Hill Financial Services, Inc.

Thomas Granite has been acting as President since 1 Aug 1999. Althea La Skeels joined the executive team most recently as the President/Director/Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Granite	Director/portfolio manager	1 Aug 1999	Other	2278716
Althea La Skeels	President/director/secretary/treasurer	1 Aug 1999	75% - 100%	2096828
Thomas Granite	Director/portfolio manager/chief compliance officer	1 Jan 2004	Other	2278716

Based in Moorestown

The principal office where Cobble Hill Financial Services, Inc. performs its advisory services is located at 99 West Main St, Moorestown, NJ 08057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.