Unclaimed Profile

Andrea Rose Cohen

SP INVESTMENTS MANAGEMENT, LLC·SAN BRUNO, California

SP INVESTMENTS MANAGEMENT, LLC

1150 BAYHILL DRIVE, SAN BRUNO, CA 94066-3095CRD# 6049815Firm CRD# 157659

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrea Rose Cohen · SAN BRUNO, CA

Registration

CRD #6049815 · SP INVESTMENTS MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SP INVESTMENTS MANAGEMENT, LLC

AUM

$9M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SP INVESTMENTS MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6049815

Firm CRD# 157659

View on FINRA BrokerCheck →

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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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