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Building 2COHEN INVESTMENT ADVISORS, LLC

Map pinBEDFORD, NH
Phone(603) 232-8350
NotebookSEC #801-117592
Total AUM
$259.3M
Employees
7
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
264 SOUTH RIVER ROAD
SUITE 414
BEDFORD
NH 03110
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
(603) 232-8350
Other Offices
4

ReceiptFinancials

Total AUM
$259.3M
Accounts
919
Discretionary
$259.3M
Accounts
919
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
155
AUM
$53.4M
HNW Individual Clients
82
AUM
$198.8M
Pooled Vehicle Clients
1
AUM
$131.6K
Pension/Profit Sharing Plan Clients
5
AUM
$282.3K
Corporation or Business Clients
8
AUM
$6.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMANHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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