Unclaimed Profile

Jonathan Ira Berg

COHANZICK MANAGEMENT LLC·PLEASANTVILLE, New York

Clean recordCOHANZICK MANAGEMENT LLC

427 BEDFORD ROAD, PLEASANTVILLE, NY 10570CRD# 2463471Firm CRD# 149772

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Ira Berg · PLEASANTVILLE, NY

Registration

CRD #2463471 · COHANZICK MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COHANZICK MANAGEMENT LLC

AUM

$881M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COHANZICK MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2463471

Firm CRD# 149772

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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