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Building 2STAVIS & COHEN PRIVATE WEALTH, LLC

Map pinHOUSTON, TX
Phone713-275-7750
NotebookSEC #801-120239
Total AUM
$753.8M
Employees
23
Clients
281

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 POST OAK BOULEVARD
SUITE 2190
HOUSTON
TX 77056
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
713-275-7750

ReceiptFinancials

Total AUM
$753.8M
Accounts
1,175
Discretionary
$679.9M
Accounts
902
Non-Discretionary
$74M
Accounts
273

ContactClients

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Individual Clients
139
AUM
$49.4M
HNW Individual Clients
142
AUM
$704.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLATXWA

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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