COBURN & MEREDITH, INC.

SIMSBURY, Connecticut·4 registered advisors·CRD# 164

SEC# 801-695093860.522.7171

01

Firm Overview

AUM

$405M

Regulatory assets under management

Employees

24

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Other: REFERRAL FEES

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at COBURN & MEREDITH, INC.

4 registered advisors

Barry Mohun Coburn

SIMSBURY, Connecticut

David Scott Coburn

SIMSBURY, Connecticut

Elizabeth Coburn Derway

SIMSBURY, Connecticut

Mark William Meredith

SIMSBURY, Connecticut

05

Office Locations

SIMSBURY, Connecticut

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Data sourced from SEC Form ADV filings. COBURN & MEREDITH, INC. (CRD# 164) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.