Cohen Investment Advisors, LLC

Cohen Investment Advisors, LLC (CRD# 168595) is a financial advisory firm headquartered in Bedford, NH. They manage $188,304,755 in 701 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
264 South River Road, Suite 414, Bedford, NH 03110
http://www.investwithcohen.com
By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    701
    ACCOUNTS
  • Average Account Value
    $268,623
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MA, NH, NJ, NY, PA, TX, VI

Financial Advisors at Cohen Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Cohen, financial advisor Bedford NH
Daniel Cohen
CRD#: 2414071
264 South River Road, Suite 414, Bedford, NH 03110

Daniel Cohen (CRD# 2414071) is an Investment Advisor Representative working at Cohen Investment Advisors, LLC in Bedford, NH and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals