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Erik Glenn Cohen

OXBOW ADVISORS, LLC·CORPUS CHRISTI, Texas
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800 NORTH SHORELINE BLVD., SUITE 2200 SOUTH, CORPUS CHRISTI, TX 78401CRD# 6140234Firm CRD# 156393
01

About

Erik Glenn Cohen is a registered financial advisor based in CORPUS CHRISTI, Texas, affiliated with OXBOW ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OXBOW ADVISORS, LLC
OXBOW ADVISORS, LLC
AUM
$1.9B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at OXBOW ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6140234
Firm CRD# 156393
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Erik Glenn Cohen offer?
Erik Glenn Cohen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORPUS CHRISTI, Texas for a consultation.
What are Erik Glenn Cohen's credentials?
Erik Glenn Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Glenn Cohen located?
Erik Glenn Cohen is based in CORPUS CHRISTI, Texas, working with OXBOW ADVISORS, LLC. Their office serves clients in the CORPUS CHRISTI metropolitan area and surrounding communities.
How does Erik Glenn Cohen charge for services?
Erik Glenn Cohen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXBOW ADVISORS, LLC?
OXBOW ADVISORS, LLC has approximately 12 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CORPUS CHRISTI
Phillip Michael Plant — HERNDON PLANT OAKLEY LTDDavid James Downey — HERNDON PLANT OAKLEY LTDRoger Earl King — OXBOW ADVISORS, LLCPat Henry Swanson — OXBOW ADVISORS, LLCRussell Brent Herndon — HERNDON PLANT OAKLEY LTD
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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