Overview
Assets Under Management: $415 million
Headquarters: FARMINGTON, CT
High-Net-Worth Clients: 162
Average Client Assets: $2.0 million
Frequently Asked Questions
KARN, COUZENS & ASSOCIATES, 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 #115582), KARN, COUZENS & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
KARN, COUZENS & ASSOCIATES, INC. is headquartered in FARMINGTON, CT.
KARN, COUZENS & ASSOCIATES, INC. serves 162 high-net-worth clients according to their SEC filing dated October 17, 2018. View client details ↓
According to their SEC Form ADV, KARN, COUZENS & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
KARN, COUZENS & ASSOCIATES, INC. manages $415 million in client assets according to their SEC filing dated October 17, 2018.
According to their SEC Form ADV, KARN, COUZENS & ASSOCIATES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.58%
Average Client Assets: $2.0 million
Total Client Accounts: 991
Discretionary Accounts: 991
Regulatory Filings
CRD Number: 115582
Filing ID: 1245197
Last Filing Date: 2018-10-17 11:29:00