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.