Cohn Financial Services

Cohn Financial Services (CRD# 113764) is a financial advisory firm headquartered in Greenfield, MA. They manage $53,739,296 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Cohn Financial Services
Showing 1 - 1 of 1 top financial advisors.
Charles M. Cohn
CRD#: 50245
91 Main Street, Greenfield, MA 01301

Charles Cohn (CRD# 50245) is an Investment Advisor Representative working at Cohn Financial Services in Greenfield, MA and has over 24 years of experience in the finance industry.

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