COBURN & MEREDITH, INC.

SIMSBURY, Connecticut·6 registered advisors·CRD# 164
SEC# 801-695093860.522.7171
01

Firm Overview

AUM
$405M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
6
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 PlanningInvestment ManagementWealth Management
04

Advisors at COBURN & MEREDITH, INC.

6 registered advisors
Amy C Ferris
SIMSBURY, Connecticut
Barry Mohun Coburn
SIMSBURY, Connecticut
David Scott Coburn
SIMSBURY, Connecticut
Elizabeth Coburn Derway
SIMSBURY, Connecticut
Jane Murphy Coburn
SIMSBURY, Connecticut
Mark William Meredith
SIMSBURY, Connecticut
05

Office Locations

SIMSBURY, Connecticut
6 advisors

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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.