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).
Total Assets Under Management405MILLION
Total Number of Accounts1,231ACCOUNTS
Average Account Value$328,788
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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