Cohen Capital Management Inc.
Cohen Capital Management Inc. (CRD# 107903) is a financial advisory firm headquartered in Corte Madera, CA. They manage $763,218,297 in 175 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management763MILLION
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Total Number of Accounts175ACCOUNTS
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Average Account Value$4,361,247
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO
Financial Advisors at Cohen Capital Management Inc.
No Advisor Found.
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