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COHEN & COMPANY FINANCIAL MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$237,444,960
Discretionary
$105,164,725
Non-discretionary
$132,280,235

Firm details

CRD number
133171
SEC file number
801-63845
Main office
NEW YORK, NY, United States
Employees
29
SEC status
Approved
Fee structure
Percentage of AUM Performance-based Other

As of November 2026.