COHEN & COMPANY FINANCIAL MANAGEMENT, LLC

NEW YORK, New York·5 registered advisors·CRD# 133171
SEC# 801-638450646-792-5600
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
Other: PORTION OF FOUNDERS SHARE ALLOCATION PURCHASED AT NOMINAL COST
03

Specialties

Retirement Planning
04

Advisors at COHEN & COMPANY FINANCIAL MANAGEMENT, LLC

5 registered advisors
Andrew Kenneth Davilman
NEW YORK, New York
Dennis James Crilly
NEW YORK, New York
Joseph William Pooler
NEW YORK, New York
Rachael Fink
PHILADELPHIA, Pennsylvania
Tina Paulsen Shaw
NEW YORK, New York
05

Office Locations

NEW YORK, New York
4 advisors
PHILADELPHIA, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. COHEN & COMPANY FINANCIAL MANAGEMENT, LLC (CRD# 133171) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.