COHEN CAPITAL MANAGEMENT INC

CORTE MADERA, California·1 registered advisor·CRD# 107903
SEC# 801-492660(415) 927-8011
01

Firm Overview

AUM
$885M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Other: PROFIT INTEREST
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COHEN CAPITAL MANAGEMENT INC

1 registered advisor
Jay Adam Cohen
CORTE MADERA, California
05

Office Locations

CORTE MADERA, California
1 advisor

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Data sourced from SEC Form ADV filings. COHEN CAPITAL MANAGEMENT INC (CRD# 107903) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.