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COHEN, ALBERT H.
941-926-9225
SEC #801-61334Total AUM
$61M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8 A.M. TO 6 P.M.
Monday - Friday
Monday - Friday
Phone
941-926-9225
Financials
Total AUM
$61M
Accounts
24Discretionary
$60M
Accounts
23Non-Discretionary
$1M
Accounts
1
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMANJ
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.