KARN, COUZENS & ASSOCIATES, INC.
CRD #115582 SEC #801-62658 FARMINGTON, CT 860-676-2727
SEC Registered
Total AUM
$497.7M
Discretionary
$497.7M
Employees
8
Clients
101
Accounts
1,176
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $608.5M | $608.5M | $0 | 9 | 10 |
| Sep 2021 | $608.5M | $608.5M | $0 | 9 | 10 |
| May 2021 | $497.7M | $497.7M | $0 | 8 | 5 |
| Jan 2021 | $497.7M | $497.7M | $0 | 8 | 5 |
| Jan 2021 | $497.7M | $497.7M | $0 | 8 | 5 |
| Jan 2021 | $497.7M | $497.7M | $0 | 8 | 5 |
| Jul 2020 | $497.7M | $497.7M | $0 | 8 | 5 |
| Jul 2020 | $497.7M | $497.7M | $0 | 8 | 5 |
| Jun 2020 | $449.8M | $449.8M | $0 | 9 | 5 |
| Oct 2019 | $449.8M | $449.8M | $0 | 9 | 5 |
| Sep 2019 | $449.8M | $449.8M | $0 | 9 | 5 |
| Feb 2019 | $415.2M | $415.2M | $0 | 9 | 13 |
| Feb 2019 | $415.2M | $415.2M | $0 | 9 | 13 |
| Feb 2019 | $415.2M | $415.2M | $0 | 9 | 13 |
| Oct 2018 | $415.2M | $415.2M | $0 | 9 | 13 |
| Sep 2018 | $415.2M | $415.2M | $0 | 9 | 13 |
| Sep 2017 | $397.5M | $397.5M | $0 | 9 | 400 |
| Jun 2017 | $334.5M | $334.5M | $0 | 10 | 400 |
| Nov 2016 | $334.5M | $334.5M | $0 | 10 | 400 |
| Sep 2016 | $334.5M | $334.5M | $0 | 10 | 400 |
| Jul 2015 | $324M | $324M | $0 | 10 | 400 |
| Apr 2015 | $295.5M | $295.5M | $0 | 6 | 300 |
| Aug 2014 | $295.5M | $295.5M | $0 | 6 | 300 |
| Jul 2014 | $245.7M | $245.7M | $0 | 6 | 300 |
| Jul 2014 | $245.7M | $245.7M | $0 | 6 | 300 |
| May 2014 | $245.7M | $245.7M | $0 | 6 | 300 |
| Mar 2014 | $245.7M | $245.7M | $0 | 6 | 300 |
| Dec 2013 | $245.7M | $245.7M | $0 | 6 | 300 |
| Sep 2013 | $245.7M | $245.7M | $0 | 6 | 300 |
| Sep 2013 | $245.7M | $245.7M | $0 | 6 | 300 |
| Sep 2012 | $202.9M | $202.9M | $0 | 6 | 275 |
| Aug 2012 | $202.9M | $202.9M | $0 | 6 | 275 |
| Mar 2012 | $179.6M | $179.6M | $0 | 6 | 285 |
| Sep 2010 | $164.2M | $164.2M | $0 | 5 | -- |
| Sep 2009 | $135.2M | $135.2M | $0 | 5 | -- |
| Sep 2007 | $154.2M | $154.2M | $0 | 5 | -- |
| Jan 2004 | $45M | $45M | $0 | 5 | -- |
DateSep 2021
Total AUM$608.5M
Discretionary$608.5M
Non-Disc.$0
Employees9
Clients10
DateSep 2021
Total AUM$608.5M
Discretionary$608.5M
Non-Disc.$0
Employees9
Clients10
DateMay 2021
Total AUM$497.7M
Discretionary$497.7M
Non-Disc.$0
Employees8
Clients5
DateJan 2021
Total AUM$497.7M
Discretionary$497.7M
Non-Disc.$0
Employees8
Clients5
DateJan 2021
Total AUM$497.7M
Discretionary$497.7M
Non-Disc.$0
Employees8
Clients5
DateJan 2021
Total AUM$497.7M
Discretionary$497.7M
Non-Disc.$0
Employees8
Clients5
DateJul 2020
Total AUM$497.7M
Discretionary$497.7M
Non-Disc.$0
Employees8
Clients5
DateJul 2020
Total AUM$497.7M
Discretionary$497.7M
Non-Disc.$0
Employees8
Clients5
DateJun 2020
Total AUM$449.8M
Discretionary$449.8M
Non-Disc.$0
Employees9
Clients5
DateOct 2019
Total AUM$449.8M
Discretionary$449.8M
Non-Disc.$0
Employees9
Clients5
DateSep 2019
Total AUM$449.8M
Discretionary$449.8M
Non-Disc.$0
Employees9
Clients5
DateFeb 2019
Total AUM$415.2M
Discretionary$415.2M
Non-Disc.$0
Employees9
Clients13
DateFeb 2019
Total AUM$415.2M
Discretionary$415.2M
Non-Disc.$0
Employees9
Clients13
DateFeb 2019
Total AUM$415.2M
Discretionary$415.2M
Non-Disc.$0
Employees9
Clients13
DateOct 2018
Total AUM$415.2M
Discretionary$415.2M
Non-Disc.$0
Employees9
Clients13
DateSep 2018
Total AUM$415.2M
Discretionary$415.2M
Non-Disc.$0
Employees9
Clients13
DateSep 2017
Total AUM$397.5M
Discretionary$397.5M
Non-Disc.$0
Employees9
Clients400
DateJun 2017
Total AUM$334.5M
Discretionary$334.5M
Non-Disc.$0
Employees10
Clients400
DateNov 2016
Total AUM$334.5M
Discretionary$334.5M
Non-Disc.$0
Employees10
Clients400
DateSep 2016
Total AUM$334.5M
Discretionary$334.5M
Non-Disc.$0
Employees10
Clients400
DateJul 2015
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees10
Clients400
DateApr 2015
Total AUM$295.5M
Discretionary$295.5M
Non-Disc.$0
Employees6
Clients300
DateAug 2014
Total AUM$295.5M
Discretionary$295.5M
Non-Disc.$0
Employees6
Clients300
DateJul 2014
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees6
Clients300
DateJul 2014
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees6
Clients300
DateMay 2014
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees6
Clients300
DateMar 2014
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees6
Clients300
DateDec 2013
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees6
Clients300
DateSep 2013
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees6
Clients300
DateSep 2013
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees6
Clients300
DateSep 2012
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees6
Clients275
DateAug 2012
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees6
Clients275
DateMar 2012
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees6
Clients285
DateSep 2010
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--