COHEN CAPITAL MANAGEMENT INC
Tel: (415) 927-8011 770 Tamalpais Drive Suite 318 Corte Madera, California 94925-1737
About COHEN CAPITAL MANAGEMENT INC
COHEN CAPITAL MANAGEMENT INC is a Corte Madera, California based financial advisory firm with nearly $884,805,340 in assets under management and provides investment advisory services for 219 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
107903
Firm SEC#:
801-49266
Assets Under Management:
$884,805,340
No. of Clients:
219
No. of Advisors:
6
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONCIERGE SERVICES)
Fee Structure:
A percentage of AUM, Other (PROFIT INTEREST)
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