Cohen Capital Management Inc
Firm details
- Headquarters
- Corte Madera, California
- CRD number
- 107903
- Registered since
- June 5, 1995
- Custodians
- CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI70.47%
- Corporations / Businesses22.13%
- Charitable Organizations5.88%
- Pension & Profit Sharing Plans0.78%
- Individuals0.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cohen Capital Management Inc is an independent, SEC-registered advisory firm that has been on record since 1995 and is owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management services targeted at individuals and small businesses. Its fees are charged as a percentage of assets under management (with the presence of other fee arrangements noted). The firm reports a preference for equity-oriented portfolios and does not characterize itself as an active ESG investor, a pension consultant, a multi-state adviser, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- US Government Bonds13%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds4%
- State & Local Bonds3%
Owners & executives
1 of 1
Jay Cohen
President and CEOCRD 1872022
Contacts
1 of 1
Brodie Cohen
AnalystCRD 7318721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$22.7M in ETFs
100%
$22.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $6.7M | 9,038 | 29.35% |
Location
Corte Madera, CA
Marin
Location
Corte Madera, CA
Headquartered in Corte Madera, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 770 Tamalpais Dr
- Time zone
- PT (UTC-8)
- Office locations
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