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COHANZICK MANAGEMENT LLC
COHANZICK MANAGEMENT LLC
PLEASANTVILLE, New York
·
5 registered advisors
·
CRD# 149772
SEC# 801-70109
0
914-741-9600
01
Firm Overview
AUM
$881M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at COHANZICK MANAGEMENT LLC
5 registered advisors
Bruce A Falbaum
PLEASANTVILLE, New York
CRD# 2317924
Jonathan Ira Berg
PLEASANTVILLE, New York
CRD# 2463471
Michael (nmn) Merriman
PLEASANTVILLE, New York
CRD# 5660293
Robert Alan Davidow
PLEASANTVILLE, New York
CRD# 61501
Thomas Kirk Whitney
PLEASANTVILLE, New York
CRD# 4471196
05
Office Locations
PLEASANTVILLE, New York
5 advisors
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Data sourced from SEC Form ADV filings. COHANZICK MANAGEMENT LLC (CRD# 149772) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.