Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    405
    MILLION
  • Total Number of Accounts
    1,231
    ACCOUNTS
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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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