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COHEN INVESTMENT ADVISORS, LLC
CRD 168595 · SEC 801-117592
264 SOUTH RIVER ROAD, SUITE 414, BEDFORD, NH, 03110, United States
Phone
(603) 232-8350
Fax
(603) 628-2280
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$259.3M
Discretionary AUM
$259.3M
Team
7 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $53.4M |
| High net worth individuals | 82 | $198.8M |
| Pooled investment vehicles | 1 | $132K |
| Pension/profit sharing plans | 5 | $282K |
| Corporations/business entities | 8 | $6.6M |
States served
CA, DE, MA, NJ, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD