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Building 2COHEN CAPITAL

Map pinCHICAGO, IL
Phone(312) 477-3155
NotebookSEC #801-135124
Total AUM
$1.1B
Employees
11
Clients
1,478

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 EAST WACKER DRIVE
SUITE 2103
CHICAGO
IL 60601
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(312) 477-3155
Other Offices
3

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,478
Discretionary
$951.4M
Accounts
1,424
Non-Discretionary
$149.3M
Accounts
54

ContactClients

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Individual Clients
477
AUM
$108.5M
HNW Individual Clients
980
AUM
$980.2M
Pension/Profit Sharing Plan Clients
17
AUM
$5.6M
Charitable Organization Clients
2
AUM
$3.7M
Corporation or Business Clients
2
AUM
$2.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTX

HandshakeAffiliates

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

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