COHEN KLINGENSTEIN, LLC

1410 Broadway
Suite 1701
New York, New York 10018
Tel: 212-757-0235

About COHEN KLINGENSTEIN, LLC

COHEN KLINGENSTEIN, LLC, formally registered with the SEC as COHEN KLINGENSTEIN, LLC. The firm was established in 09/23/2008. They have over 1 offices throughout the country.

COHEN KLINGENSTEIN, LLC is a New York, New York based Financial Planning firm with nearly $2,531,915,651 assets under management, offering retirement planning & investment advisory services to 116 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148428
SEC#	801-69612
Assets Managed by Firm	$2,531,915,651
No. of Clients	116
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	116	$2,531,915,651
Individuals (other than high net worth individuals)	12	$1,975,333
High net worth individuals	78	$85,350,256
Pension and profit sharing plans	Fewer than 5 clients	$8,795,833
Charitable organizations	12	$400,664,656

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