COHEN, STEVEN J CFA

Overview

Steven J. Cohen operates as a single-owner limited liability company that provides advisory services focused on individual and small-business clients. The firm offers financial planning, discretionary portfolio management, pension consulting and the selection of other advisers. It reports multiple billing methods — asset-based fees, hourly charges, commissions and performance-based fees — and identifies itself as a capital allocator. The adviser does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices