JECOHEN & CO., LLC

RIASEC Registered

Total AUM

$73M

Discretionary

$70.9M

97% of AUM

Avg account

$117K

Accounts

621

Employees

Advisory reps

Firm details

Headquarters: NEW ORLEANS, Louisiana
CRD number: 173878
Website: jecohenco.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI45.47%
Individuals43.06%
Charitable Organizations7.79%
Other3.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jecohen & Co, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm charges clients on a percentage-of-AUM basis and also uses fixed fees for some engagements. Its advisory scope includes financial planning and portfolio management across individuals, small businesses, pooled investment vehicles, and institutional/business clients. The firm does not identify as an active ESG investor and is not positioned as a capital allocator. It also reports roles as sponsor, general partner, and managing member of pooled investment vehicles, indicating it operates or sponsors private pooled structures in addition to managing client portfolios.