COHEN & COMPANY FINANCIAL MANAGEMENT, LLC

NEW YORK, New York·1 registered advisor·CRD# 133171
SEC# 801-638450646-792-5600
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
1
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

1 registered advisor
Andrew Kenneth Davilman
NEW YORK, New York
05

Office Locations

NEW YORK, New York
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.