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Bruce A Falbaum

COHANZICK MANAGEMENT LLC·PLEASANTVILLE, New York
Unclaimed Profile
427 BEDFORD ROAD, PLEASANTVILLE, NY 10570CRD# 2317924Firm CRD# 149772
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About

Bruce A Falbaum is a registered financial advisor based in PLEASANTVILLE, New York, affiliated with COHANZICK MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
COHANZICK MANAGEMENT LLC
COHANZICK MANAGEMENT LLC
AUM
$881M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COHANZICK MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2317924
Firm CRD# 149772
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce A Falbaum offer?
Bruce A Falbaum specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PLEASANTVILLE, New York for a consultation.
What are Bruce A Falbaum's credentials?
Bruce A Falbaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce A Falbaum located?
Bruce A Falbaum is based in PLEASANTVILLE, New York, working with COHANZICK MANAGEMENT LLC. Their office serves clients in the PLEASANTVILLE metropolitan area and surrounding communities.
How does Bruce A Falbaum charge for services?
Bruce A Falbaum'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 COHANZICK MANAGEMENT LLC?
COHANZICK MANAGEMENT LLC has approximately 5 employees and manages $881M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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