Clark Aaron Cohen (Los Angeles)

Clark Aaron Cohen is an adviser based in Los Angeles. It manages $76.55 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Clark Aaron Cohen provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clark Aaron Cohen: assets under management

The assets under management (AUM) of Clark Aaron Cohen is $76.55 million. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70.4 million in discretionary accounts and $6.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.47 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.15 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Clark Aaron Cohen for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Clark Aaron Cohen

Aaron Cohen Clark has been acting as President since 1 Jun 1988. David Clark joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Aaron Cohen Clark	President	1 Jun 1988	Other	4341384
David Clark	Chief compliance officer	1 Jun 1988	Other	2133434

Based in Los Angeles

The principal office where Clark Aaron Cohen performs its advisory services is located at 1901 Ave. Of The Stars #610, Los Angeles, CA 90067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.