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Dan Anthony Cohn-Sfetcu

PORTFOLIO ADVISORS LLC·DARIEN, Connecticut
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9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820CRD# 4191950Firm CRD# 105981
01

About

Dan Anthony Cohn-Sfetcu is a registered financial advisor based in DARIEN, Connecticut, affiliated with PORTFOLIO ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PORTFOLIO ADVISORS LLC
PORTFOLIO ADVISORS LLC
AUM
$42.2B
Regulatory assets under management
Employees
158
Total firm employees
View all advisors at PORTFOLIO ADVISORS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4191950
Firm CRD# 105981
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dan Anthony Cohn-Sfetcu offer?
Dan Anthony Cohn-Sfetcu specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DARIEN, Connecticut for a consultation.
What are Dan Anthony Cohn-Sfetcu's credentials?
Dan Anthony Cohn-Sfetcu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan Anthony Cohn-Sfetcu located?
Dan Anthony Cohn-Sfetcu is based in DARIEN, Connecticut, working with PORTFOLIO ADVISORS LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does Dan Anthony Cohn-Sfetcu charge for services?
Dan Anthony Cohn-Sfetcu's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO ADVISORS LLC?
PORTFOLIO ADVISORS LLC has approximately 158 employees and manages $42.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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