COBURN & MEREDITH, INC.
CRD #164 SEC #801-69509 SIMSBURY, CT 860.522.7171
SEC Registered Broker-Dealer
Total AUM
$404.7M
Discretionary
$404.7M
Employees
24
Clients
11
Accounts
1,231
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $404.7M | $404.7M | $0 | 24 | 0 |
| Dec 2020 | $307.1M | $307.1M | $0 | 25 | 0 |
| Jun 2020 | $307.1M | $307.1M | $0 | 25 | 0 |
| Mar 2020 | $307.1M | $307.1M | $0 | 25 | 0 |
| Mar 2019 | $291.7M | $291.7M | $0 | 24 | 0 |
| Jul 2018 | $293.8M | $293.8M | $0 | 26 | 0 |
| Mar 2018 | $293.8M | $293.8M | $0 | 26 | 0 |
| Aug 2017 | $237.1M | $237.1M | $0 | 30 | 600 |
| Mar 2017 | $237.1M | $237.1M | $0 | 30 | 600 |
| Nov 2016 | $286M | $286M | $0 | 31 | 1,500 |
| Nov 2016 | $286M | $286M | $0 | 31 | 1,500 |
| Mar 2016 | $286M | $286M | $0 | 31 | 1,500 |
| Mar 2015 | $241.9M | $241.9M | $0 | 29 | 700 |
| Apr 2014 | $206.6M | $206.6M | $0 | 21 | 600 |
| Mar 2014 | $206.6M | $206.6M | $0 | 21 | 600 |
| Apr 2013 | $162.2M | $162.2M | $0 | 26 | 500 |
| Apr 2013 | $162.2M | $162.2M | $0 | 26 | 500 |
| Mar 2013 | $162.2M | $162.2M | $0 | 26 | 500 |
| Apr 2012 | $126.9M | $126.9M | $0 | 11 | 500 |
| Mar 2012 | $126.9M | $126.9M | $0 | 11 | 500 |
| Jan 2011 | $179.5M | $111.1M | $68.4M | -- | -- |
| Jan 2010 | $144.1M | $144.1M | $0 | -- | -- |
| May 2009 | $118.7M | $118.7M | $0 | 51 | -- |
| Sep 2008 | $118.8M | $118.8M | $0 | 51 | -- |
DateMar 2021
Total AUM$404.7M
Discretionary$404.7M
Non-Disc.$0
Employees24
Clients0
DateDec 2020
Total AUM$307.1M
Discretionary$307.1M
Non-Disc.$0
Employees25
Clients0
DateJun 2020
Total AUM$307.1M
Discretionary$307.1M
Non-Disc.$0
Employees25
Clients0
DateMar 2020
Total AUM$307.1M
Discretionary$307.1M
Non-Disc.$0
Employees25
Clients0
DateMar 2019
Total AUM$291.7M
Discretionary$291.7M
Non-Disc.$0
Employees24
Clients0
DateJul 2018
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees26
Clients0
DateMar 2018
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees26
Clients0
DateAug 2017
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees30
Clients600
DateMar 2017
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees30
Clients600
DateNov 2016
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees31
Clients1,500
DateNov 2016
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees31
Clients1,500
DateMar 2016
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees31
Clients1,500
DateMar 2015
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees29
Clients700
DateApr 2014
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees21
Clients600
DateMar 2014
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees21
Clients600
DateApr 2013
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees26
Clients500
DateApr 2013
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees26
Clients500
DateMar 2013
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees26
Clients500
DateApr 2012
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees11
Clients500
DateMar 2012
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees11
Clients500
DateJan 2011
Total AUM$179.5M
Discretionary$111.1M
Non-Disc.$68.4M
Employees--
Clients--
DateJan 2010
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees51
Clients--
DateSep 2008
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees51
Clients--