Cohen Capital Management Inc.

Cohen Capital Management Inc. (CRD# 107903) is a financial advisory firm headquartered in Corte Madera, CA. They manage $460,666,252 in 162 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    461
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $2,843,619
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cohen Capital Management Inc.
No Advisor Found.
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