Cohen Investment Advisors, LLC
Firm details
- Headquarters
- Bedford, New Hampshire
- CRD number
- 168595
- Registered since
- November 5, 2019
- Website
- investwithcohen.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.68%
- Individuals20.61%
- Corporations / Businesses2.55%
- Pension & Profit Sharing Plans0.11%
- Pooled Investment Vehicles0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Cohen Investment Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also performs selection-of-other-advisers services. Its fee model combines percentage-of-AUM billing with fixed fees. The adviser is not an active ESG investor and does not report multi-state adviser registration or pension consulting as part of its service set.
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 Equities82%
- Public Funds/Mutual Funds8%
- Private Funds5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Daniel Cohen
CEO & Chief Investment OfficerCRD 2414071
Contacts
2 of 2
Tiffany Donegan
Senior AssociateCRD 8032009
James Perry
Financial AdvisorCRD 6928312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$10.7M in ETFs
98%
$10.5M
2%
$204K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $2M | 28,114 | 18.68% |
Location
Bedford, NH
Hillsborough
Location
Bedford, NH
Headquartered in Bedford, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 264 S River Rd
- Time zone
- ET (UTC-5)
- Office locations
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