STAVIS & COHEN PRIVATE WEALTH, LLC

HOUSTON, Texas·6 registered advisors·CRD# 312366
SEC# 801-1202390713-275-7750
01

Firm Overview

AUM
$754M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STAVIS & COHEN PRIVATE WEALTH, LLC

6 registered advisors
Allison Anne Lyons
HOUSTON, Texas
CFP
Duane Michael Hirsch
HOUSTON, Texas
CFP
Harry Edward Cohen
HOUSTON, Texas
CFP
Jun Gu
HOUSTON, Texas
CFA
Kyle James Mccully
HOUSTON, Texas
Shelli Pakebusch Bouillion
HOUSTON, Texas
CFP
05

Office Locations

HOUSTON, Texas
6 advisors

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Data sourced from SEC Form ADV filings. STAVIS & COHEN PRIVATE WEALTH, LLC (CRD# 312366) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.