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Jonathan Ira Berg

COHANZICK MANAGEMENT LLC·PLEASANTVILLE, New York
Unclaimed Profile
427 BEDFORD ROAD, PLEASANTVILLE, NY 10570CRD# 2463471Firm CRD# 149772
01

About

Jonathan Ira Berg 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# 2463471
Firm CRD# 149772
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Ira Berg offer?
Jonathan Ira Berg specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PLEASANTVILLE, New York for a consultation.
What are Jonathan Ira Berg's credentials?
Jonathan Ira Berg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Ira Berg located?
Jonathan Ira Berg 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 Jonathan Ira Berg charge for services?
Jonathan Ira Berg'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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Other advisors in PLEASANTVILLE
Oren Moshe Cohen — PINEBANK ASSET MANAGEMENT, LPAlan Bochner — PINEBANK ASSET MANAGEMENT, LPDavid K (mi Only) Sherman — CROSSINGBRIDGE ADVISORS, LLCJonathan Seth Barkoe — CROSSINGBRIDGE ADVISORS, LLCEmma Louise Anderson — THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC
Nearby cities in New York
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Research
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