AdvisorOS Directory
Claim Profile
BC

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
View all advisors at BATTERY EAST GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4782648
Firm CRD# 169716
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in SAN FRANCISCO, California

David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
Karen Wong
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Keiko Kai
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Lynn Barbara Spang
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile