Coburn & Meredith

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

265 Franklin St Fl 18, Boston, Massachus...

Phone Number

(617) 723-6222

Revenue

$5.5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Coburn & Meredith

Founded in 1934, Coburn & Meredith is a full-service investment firm serving both individuals and institutions. The firm leverages its relationships with Pershing LLC (division of Bank of New York) and National Financial Services (division of Fidelity Investments) to provide its representatives and customers with the maximum flexibility and stability. The firm prides itself on its personalized approach to meeting the specific needs of its clients with advisors who act in an unbiased manner and who have a complete menu of products from which to choose for their clients.Explore more
Coburn & Meredith's Social MediaPopular SearchesCOBURN & MEREDITH IncCoburn & MeredithCoburn FinancialCoburn & Meredith Insurance Agency IncCoburnmeredithSIC Code 62,621NAICS Code 52,523Show more

Coburn & Meredith Org Chart

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Chief Financial Officer

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Vice President, Investments

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coburn & Meredith

$5.5M
11-50
Private
<$5M
1934
ED
Elizabeth DerwayChief Financial Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
TC
Timothy ChenManager, Wealth Registered Investment & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Coburn & Meredith is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Coburn & Meredith is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coburn & Meredith.

Coburn & Meredith financials insights

Gather financial insights about Coburn & Meredith, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Coburn & Meredith's Financials Insights

Coburn & Meredith Tech Stack

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Frequently Asked Questions Regarding Coburn & Meredith

What is Coburn & Meredith's official website?
Coburn & Meredith's official website is www.coburnfinancial.com
What is Coburn & Meredith's Revenue?
Coburn & Meredith's revenue is $5.5 Million
What is Coburn & Meredith's SIC code?
Coburn & Meredith's SIC: 62,621
What is Coburn & Meredith's NAICS code?
Coburn & Meredith's NAICS: 52,523
How many employees does Coburn & Meredith have?
Coburn & Meredith has 11-50 employees
What industry does Coburn & Meredith belong to?
Coburn & Meredith is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Coburn & Meredith competition?
Coburn & Meredith top competitors include: Copper Canyon Wealth Management, Wealth Management Group, Stockade Wealth Management, Bay Harbor Wealth Management
What technology does Coburn & Meredith use?
Some of the popular technologies that Coburn & Meredith uses are: Drupal, reCAPTCHA, Google Universal Analytics, Drupal 8
Who is the CFO of Coburn & Meredith?
Coburn & Meredith's CFO is Elizabeth Derway
How do I contact Coburn & Meredith?
Coburn & Meredith contact info: Phone number: (617) 723-6222 Website: www.coburnfinancial.com
What does Coburn & Meredith do?

Founded in 1934, Coburn & Meredith is a full-service investment firm serving both individuals and institutions. The firm leverages its relationships with Pershing LLC (division of Bank of New York) and National Financial Services (division of Fidelity Investments) to provide its representatives and customers with the maximum flexibility and stabili... ty. The firm prides itself on its personalized approach to meeting the specific needs of its clients with advisors who act in an unbiased manner and who have a complete menu of products from which to choose for their clients.Read More

What are Coburn & Meredith social media links?
Coburn & Meredith Linkedin page Coburn & Meredith Twitter page Coburn & Meredith Facebook page
Is Coburn & Meredith a public company?
Coburn & Meredith is private company therefore does not currently have an official ticker symbol
See more information about Coburn & Meredith

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