Cohen Wealth Management, Inc.
Cohen Wealth Management, Inc. (CRD# 156201) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $30,000,000 in 12 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$2,500,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)