Overview
Assets Under Management: $294 million
Headquarters: SIMSBURY, CT
High-Net-Worth Clients: 58
Average Client Assets: $1.9 million
Frequently Asked Questions
COBURN & MEREDITH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164), COBURN & MEREDITH, INC. is subject to fiduciary duty under federal law.
COBURN & MEREDITH, INC. is headquartered in SIMSBURY, CT.
COBURN & MEREDITH, INC. serves 58 high-net-worth clients according to their SEC filing dated July 16, 2018. View client details ↓
According to their SEC Form ADV, COBURN & MEREDITH, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
COBURN & MEREDITH, INC. manages $294 million in client assets according to their SEC filing dated July 16, 2018.
According to their SEC Form ADV, COBURN & MEREDITH, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.86%
Average Client Assets: $1.9 million
Total Client Accounts: 1,323
Discretionary Accounts: 1,323
Regulatory Filings
CRD Number: 164
Filing ID: 1229044
Last Filing Date: 2018-07-16 15:12:00