COHEN INVESTMENT ADVISORS, LLC

264 South River Road
Suite 414
Bedford, New Hampshire 03110
Tel: (603) 232-8350

About COHEN INVESTMENT ADVISORS, LLC

COHEN INVESTMENT ADVISORS, LLC, formally registered with the SEC as COHEN INVESTMENT ADVISORS, LLC. The firm was established in 11/05/2019. They have over 3 offices throughout the country.

COHEN INVESTMENT ADVISORS, LLC is a Bedford, New Hampshire based Financial Planning firm with nearly $188,304,755 assets under management, offering retirement planning & investment advisory services to 701 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168595
SEC#	801-117592
Assets Managed by Firm	$188,304,755
No. of Clients	701
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	701	$188,304,755
Individuals (other than high net worth individuals)	136	$35,635,157
High net worth individuals	72	$140,246,673

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