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Building 2KARN, COUZENS & ASSOCIATES, INC.

Map pinFARMINGTON, CT
Phone860-676-2727
NotebookSEC #801-62658
Total AUM
$608.5M
Employees
9
Clients
514

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 MELROSE DRIVE
FARMINGTON
CT 06032
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
860-676-2727
Other Offices
3

ReceiptFinancials

Total AUM
$608.5M
Accounts
1,219
Discretionary
$608.5M
Accounts
1,219
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
314
AUM
$100.2M
HNW Individual Clients
187
AUM
$493M
Pension/Profit Sharing Plan Clients
11
AUM
$14.1M
Charitable Organization Clients
1
AUM
$924.3K
Corporation or Business Clients
1
AUM
$332.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNHNJNYSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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