COHEN, STEVEN J CFA

Phone

+1 727 371 0750

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.0M

Discretionary AUM

$1.0M

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Commissions; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-14

Disciplinary history

No