Cohen Capital Management Inc
Firm details
- Headquarters
- Corte Madera, California
- CRD number
- 107903
- Registered since
- June 5, 1995
- Custodians
- CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI70.47%
- Corporations / Businesses22.13%
- Charitable Organizations5.88%
- Pension & Profit Sharing Plans0.78%
- Individuals0.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cohen Capital Management Inc is an independent, privately owned registered investment adviser that has been SEC registered since 1995. The firm serves both individual and family clients as well as institutional investors, providing financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. The firm reports a preference for equities and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- US Government Bonds13%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds4%
- State & Local Bonds3%
Owners & executives
1 of 1
Jay Cohen
President and CEOCRD 1872022
Contacts
1 of 1
Brodie Cohen
AnalystCRD 7318721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$22.9M in ETFs
100%
$22.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $6.7M | 9,046 | 29.26% |
Location
Corte Madera, CA
Marin
Location
Corte Madera, CA
Headquartered in Corte Madera, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 770 Tamalpais Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Avila Real Estate Capital
RIACorte Madera, CA
Prosser Creek Asset Management LLC
RIACorte Madera, CA
Aikapa
RIACorte Madera, CA
Financial Security Planning Services, Inc.
RIACorte Madera, CA
Hall Financial Services, Inc
RIACorte Madera, CA
Fivespan Partners, LP
RIASan Francisco, CA