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Jeffrey Scott Cohen

SAPIENT CAPITAL LLC·INDIANAPOLIS, Indiana
Unclaimed Profile
310 E 96TH STREET, INDIANAPOLIS, IN 46240CRD# 2846669Firm CRD# 324899
01

About

Jeffrey Scott Cohen is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with SAPIENT CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SAPIENT CAPITAL LLC
SAPIENT CAPITAL LLC
AUM
$11.1B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at SAPIENT CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2846669
Firm CRD# 324899
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Scott Cohen offer?
Jeffrey Scott Cohen specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Jeffrey Scott Cohen's credentials?
Jeffrey Scott Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Cohen located?
Jeffrey Scott Cohen is based in INDIANAPOLIS, Indiana, working with SAPIENT CAPITAL LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Jeffrey Scott Cohen charge for services?
Jeffrey Scott Cohen's firm is compensated through percentage of aum, 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 SAPIENT CAPITAL LLC?
SAPIENT CAPITAL LLC has approximately 42 employees and manages $11.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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