COHEN CAPITAL MANAGEMENT INC

770 Tamalpais Drive
Suite 318
Corte Madera, California 94925-1737
Tel: (415) 927-8011

About COHEN CAPITAL MANAGEMENT INC

COHEN CAPITAL MANAGEMENT INC, formally registered with the SEC as COHEN CAPITAL MANAGEMENT INC. The firm was established in 06/05/1995. They have over 1 offices throughout the country.

COHEN CAPITAL MANAGEMENT INC is a Corte Madera, California based Financial Planning firm with nearly $884,805,340 assets under management, offering retirement planning & investment advisory services to 219 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107903
SEC#	801-49266
Assets Managed by Firm	$884,805,340
No. of Clients	219
No. of Advisors	6

Fee Structure

A percentage of AUM
Other (PROFIT INTEREST)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONCIERGE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	219	$884,805,340
Individuals (other than high net worth individuals)	12	$13,219,527
High net worth individuals	38	$711,910,442
Corporations or other businesses	6	$158,052,698

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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