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Adam Ira Cohen

WILSON BENNETT CAPITAL MANAGEMENT INC·MCLEAN, Virginia
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8270 GREENSBORO DRIVE, MCLEAN, VA 22102CRD# 4518306Firm CRD# 107092
01

About

Adam Ira Cohen is a registered financial advisor based in MCLEAN, Virginia, affiliated with WILSON BENNETT CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WILSON BENNETT CAPITAL MANAGEMENT INC
WILSON BENNETT CAPITAL MANAGEMENT INC
AUM
$33M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WILSON BENNETT CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4518306
Firm CRD# 107092
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Ira Cohen offer?
Adam Ira Cohen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MCLEAN, Virginia for a consultation.
What are Adam Ira Cohen's credentials?
Adam Ira Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Ira Cohen located?
Adam Ira Cohen is based in MCLEAN, Virginia, working with WILSON BENNETT CAPITAL MANAGEMENT INC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Adam Ira Cohen charge for services?
Adam Ira Cohen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILSON BENNETT CAPITAL MANAGEMENT INC?
WILSON BENNETT CAPITAL MANAGEMENT INC has approximately 6 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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