ALEXANDER D COHEN INVESTMENTS, LLC

RIASEC Registered

Total AUM

$6.9M

Discretionary

0% of AUM

Avg account

$177K

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 170548
Custodians: AXOS CLEARING LLC, E*TRADE SAVINGS BANK, PCS RETIREMENT, MG TRUST COMPANY, MATRIX SECURITIES, INC., TRUST COMPANY OF AMERICA, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI75.47%
Pension & Profit Sharing Plans24.53%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alexander D Cohen Investments, LLC is a small, individual-owned advisory firm organized as an LLC that provides portfolio management for individuals and small businesses and also performs selection-of-other-advisers work. The business operates on a percentage-of-AUM fee model and identifies itself as a capital allocator. Client types include individual and family relationships as well as institutional clients. The adviser does not present itself as an active ESG investor and is not registered as a multi-state adviser.