Cohen Klingenstein, LLC

Cohen Klingenstein, LLC (CRD# 148428) is a financial advisory firm headquartered in New York, NY. They manage $2,056,021,795 in 118 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2,056
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $17,423,914
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
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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