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Stephen Leonard Cohn

SAGE FINANCIAL GROUP INC.·WEST CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
FIVE TOWER BRIDGE, WEST CONSHOHOCKEN, PA 19428CRD# 1966975Firm CRD# 116574
01

About

Stephen Leonard Cohn is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with SAGE FINANCIAL GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SAGE FINANCIAL GROUP INC.
SAGE FINANCIAL GROUP INC.
AUM
$3.2B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at SAGE FINANCIAL GROUP INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1966975
Firm CRD# 116574
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Leonard Cohn offer?
Stephen Leonard Cohn specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Stephen Leonard Cohn's credentials?
Stephen Leonard Cohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Leonard Cohn located?
Stephen Leonard Cohn is based in WEST CONSHOHOCKEN, Pennsylvania, working with SAGE FINANCIAL GROUP INC.. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Stephen Leonard Cohn charge for services?
Stephen Leonard Cohn'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 SAGE FINANCIAL GROUP INC.?
SAGE FINANCIAL GROUP INC. has approximately 27 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST CONSHOHOCKEN
Kristen Nolan Winsko — BOENNING & SCATTERGOOD, INC.James C. Biddle — VERDIS INVESTMENT MANAGEMENT, LLCSteven R. Kim — VERDIS INVESTMENT MANAGEMENT, LLCKevin M Gaffey — VERDIS INVESTMENT MANAGEMENT, LLCJr. Charles Burkhart — ROSEMONT INVESTMENT PARTNERS, LLC
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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