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Building 2COHN WEALTH MANAGEMENT LLC

Map pinROSELAND, NJ
Phone973-364-0001
NotebookSEC #801-63136
Total AUM
$7.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 EISENHOWER PARKWAY
ROSELAND
NJ 07068
USA
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
973-364-0001

ReceiptFinancials

Total AUM
$7.2M
Accounts
3
Discretionary
$7.2M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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