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David Peter Cohen

MINERVA ADVISORS LLC·BALA CYNWYD, Pennsylvania
Unclaimed Profile
50 MONUMENT ROAD SUITE 201, BALA CYNWYD, PA 19004CRD# 1423634Firm CRD# 161408
01

About

David Peter Cohen is a registered financial advisor based in BALA CYNWYD, Pennsylvania, affiliated with MINERVA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MINERVA ADVISORS LLC
MINERVA ADVISORS LLC
AUM
$303M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MINERVA ADVISORS LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1423634
Firm CRD# 161408
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Peter Cohen offer?
David Peter Cohen specializes in Investment Management, Retirement Planning. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.
What are David Peter Cohen's credentials?
David Peter Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Peter Cohen located?
David Peter Cohen is based in BALA CYNWYD, Pennsylvania, working with MINERVA ADVISORS LLC. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.
How does David Peter Cohen charge for services?
David Peter Cohen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MINERVA ADVISORS LLC?
MINERVA ADVISORS LLC has approximately 3 employees and manages $303M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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