Cohen Capital

EST. AUM
$1,100,714,851

CONTACTS
7

CLIENT ACCOUNTS
1,478

Firm Details

Metro area Chicago
CRD Number 339112
Website coheninvest.com
Client types

Overview

Cohen Capital is a boutique wealth management firm based in Chicago, Illinois. The firm specializes in providing personalized financial solutions and "all-encompassing counsel" to individuals and families. Their approach combines core wealth management with creative strategies designed to address both essential and complex financial challenges.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cohen Capital

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company