← Back to searchVisit website
JECOHEN & CO., LLC
CRD 173878
233 CARONDELET ST., NEW ORLEANS, LA, 70130, United States
Phone
(833) 828-2540
Fax
(504) 324-0836
Registration
— (—)
Source
State registered
Total AUM
$77.8M
Discretionary AUM
$74.1M
Team
11 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $32.0M |
| High net worth individuals | 36 | $36.3M |
| Charitable organizations | 2 | $6.6M |
All web addresses on file
Official SEC filing: View on IAPD