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Building 2COHEN CAPITAL MANAGEMENT INC

Map pinCORTE MADERA, CA
Phone(415) 927-8011
NotebookSEC #801-49266
Total AUM
$1B
Employees
7
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
770 TAMALPAIS DRIVE
SUITE 318
CORTE MADERA
CA 94925-1737
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Phone
(415) 927-8011

ReceiptFinancials

Total AUM
$1B
Accounts
110
Discretionary
$1B
Accounts
110
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$5.4M
HNW Individual Clients
40
AUM
$704.8M
Pension/Profit Sharing Plan Clients
1
AUM
$7.8M
Charitable Organization Clients
6
AUM
$58.8M
Corporation or Business Clients
18
AUM
$221.3M
Other Clients
28
AUM
$2M
Description of Other Clients
EMPLOYEE/MISC ACCOUNTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONCIERGE SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PROFIT INTEREST

Shield checkCompliance

Disclosures

None reported

State Registrations
CACO

HandshakeAffiliates

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

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