Unclaimed Profile

Irwin Mark Cohen

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC·MCLEAN, Virginia

Series 7, Series 63, Series 65Clean record27 years registeredOPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

7601 LEWINSVILLE RD, MCLEAN, VA 22102CRD# 2970697Firm CRD# 115991

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Irwin Mark Cohen · MCLEAN, VA

Registration

CRD #2970697 · OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

CREATIVE PLANNING

Jan 2020 – Feb 2023

Vienna, VA

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

Jan 1999 – Jan 2020

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 11, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

CRD 115991 · SEC 801-61415

AUM

$302M

Regulatory assets under management

Employees

1,015 client accounts

Services offered by OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Irwin Mark Cohen offer?

Irwin Mark Cohen specializes in Financial Planning, Investment Management.

What are Irwin Mark Cohen's credentials?

Irwin Mark Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Irwin Mark Cohen located?

Irwin Mark Cohen is based in MCLEAN, Virginia, last registered with OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC.

How does Irwin Mark Cohen charge for services?

Irwin Mark 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 OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC?

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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