Investment adviser · CRD 164
COBURN & MEREDITH, INC.
Investment adviser filing (IA)
SIMSBURY, CT, United States · Form ADV filed Mar 29, 2021
- Regulatory AUM
- $405M Form ADV · Item 5.F
- Client accounts
- 1,231 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,165 | $220,135,425 | 54.4% |
| High-net-worth individuals | 59 | $183,543,970 | 45.3% |
| Charities | 7 | $1,059,148 | 0.3% |
Filing source
Form ADV 1503384 · Mar 29, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
1 OLD MILL LANESIMSBURY, CT, 06070, United States
CRD 164
Filing source
Form ADV 1503384 · Mar 29, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.