Coburn & Meredith, Inc.
Coburn & Meredith, Inc. (CRD# 164) is a financial advisory firm headquartered in Simsbury, CT. They manage $404,738,543 in 1,231 accounts and serve the financial needs of clients across 28 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management405MILLION
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Total Number of Accounts1,231ACCOUNTS
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Average Account Value$328,788
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VI, VT, WV
Financial Advisors at Coburn & Meredith, Inc.
No Advisor Found.
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