AdvisorOS Directory
Claim Profile
RF

Rachael Fink

COHEN & COMPANY FINANCIAL MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
2929 ARCH STREET, PHILADELPHIA, PA 19104CRD# 5371366Firm CRD# 133171
01

About

Rachael Fink is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with COHEN & COMPANY FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at COHEN & COMPANY FINANCIAL MANAGEMENT, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PORTION OF FOUNDERS SHARE ALLOCATION PURCHASED AT NOMINAL COST
Regulatory
SEC/IARD CRD# 5371366
Firm CRD# 133171
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PHILADELPHIA?

Browse all registered financial advisors in PHILADELPHIA, Pennsylvania or claim this profile if it's yours.

Browse PHILADELPHIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rachael Fink offer?
Rachael Fink specializes in Retirement Planning. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Rachael Fink's credentials?
Rachael Fink is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachael Fink located?
Rachael Fink is based in PHILADELPHIA, Pennsylvania, working with COHEN & COMPANY FINANCIAL MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Rachael Fink charge for services?
Rachael Fink's firm is compensated through percentage of aum, performance-based fees, other: portion of founders share allocation purchased at nominal cost. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COHEN & COMPANY FINANCIAL MANAGEMENT, LLC?
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC has approximately 31 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCLydia Carreiro Sheckels — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile