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COHEN INVESTMENT ADVISORS, LLC
COHEN INVESTMENT ADVISORS, LLC
BEDFORD, New Hampshire
·
1 registered advisor
·
CRD# 168595
SEC# 801-117592
2
(603) 232-8350
01
Firm Overview
AUM
$188M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at COHEN INVESTMENT ADVISORS, LLC
1 registered advisor
Daniel Cohen
BEDFORD, New Hampshire
CRD# 2414071
05
Office Locations
BEDFORD, New Hampshire
1 advisor
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Data sourced from SEC Form ADV filings. COHEN INVESTMENT ADVISORS, LLC (CRD# 168595) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.