Cohen Klingenstein, LLC

Cohen Klingenstein, LLC (CRD# 148428) is a financial advisory firm headquartered in New York, NY. They manage $564,647,716 in 54 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    565
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $10,456,439
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

CT, DC, NY

Financial Advisors at Cohen Klingenstein, LLC
No Advisor Found.
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