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Barrett Howard Cohn

BATTERY EAST GROUP, LLC·SAN FRANCISCO, California
Unclaimed Profile
915 BATTERY STREET, 1ST FLOOR, SAN FRANCISCO, CA 94111CRD# 4782648Firm CRD# 169716
01

About

Barrett Howard Cohn is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BATTERY EAST GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BATTERY EAST GROUP, LLC
SCENIC ADVISEMENT WEALTH
AUM
$9M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4782648
Firm CRD# 169716
No disclosures on file
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05

Frequently Asked Questions

What services does Barrett Howard Cohn offer?
Barrett Howard Cohn specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Barrett Howard Cohn's credentials?
Barrett Howard Cohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barrett Howard Cohn located?
Barrett Howard Cohn is based in SAN FRANCISCO, California, working with BATTERY EAST GROUP, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Barrett Howard Cohn charge for services?
Barrett Howard Cohn'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 BATTERY EAST GROUP, LLC?
BATTERY EAST GROUP, LLC has approximately 10 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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