← Back to search
ALEXANDER D COHEN INVESTMENTS, LLC
CRD 170548
4445 ALPHA ROAD SUITE 113A, DALLAS, TX, 75244, United States
Phone
214-478-1218
Fax
214-853-5783
Registration
— (—)
Source
State registered
Total AUM
$6.9M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $5.2M |
| Pension/profit sharing plans | 1 | $1.7M |
Official SEC filing: View on IAPD