KARN, COUZENS & ASSOCIATES, INC.

FARMINGTON, Connecticut·3 registered advisors·CRD# 115582

SEC# 801-626583860-676-2727

01

Firm Overview

AUM

$609M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at KARN, COUZENS & ASSOCIATES, INC.

3 registered advisors

James Emanuel Couzens

FARMINGTON, Connecticut

Jeffrey Paul Couzens

FARMINGTON, Connecticut

Robert Alan Karn

FARMINGTON, Connecticut

05

Office Locations

FARMINGTON, Connecticut

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Data sourced from SEC Form ADV filings. KARN, COUZENS & ASSOCIATES, INC. (CRD# 115582) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.