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Andrea Rose Cohen

SP INVESTMENTS MANAGEMENT, LLC·SAN BRUNO, California
Unclaimed Profile
1150 BAYHILL DRIVE, SAN BRUNO, CA 94066-3095CRD# 6049815Firm CRD# 157659
01

About

Andrea Rose Cohen is a registered financial advisor based in SAN BRUNO, California, affiliated with SP INVESTMENTS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SP INVESTMENTS MANAGEMENT, LLC
SP INVESTMENTS MANAGEMENT, LLC
AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SP INVESTMENTS MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6049815
Firm CRD# 157659
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrea Rose Cohen offer?
Andrea Rose Cohen specializes in Retirement Planning, Fee-Only Advisory. Contact their office in SAN BRUNO, California for a consultation.
What are Andrea Rose Cohen's credentials?
Andrea Rose Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Rose Cohen located?
Andrea Rose Cohen is based in SAN BRUNO, California, working with SP INVESTMENTS MANAGEMENT, LLC. Their office serves clients in the SAN BRUNO metropolitan area and surrounding communities.
How does Andrea Rose Cohen charge for services?
Andrea Rose Cohen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SP INVESTMENTS MANAGEMENT, LLC?
SP INVESTMENTS MANAGEMENT, LLC has approximately 1 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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