Coen & Densmore Inc is an adviser based in Charleston. It manages $37.33 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001.
Coen & Densmore provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Coen & Densmore Inc is $37.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Coen & Densmore Inc 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.
Richard Edward Coen has been acting as President since 1 Apr 1979. Tracey Renee Prescott joined the executive team most recently as the Administrative Assistant.
The principal office where Coen & Densmore Inc performs its advisory services is located at 109 1/2 Church St, Charleston, SC 29401 The mailing address of the firm is P.O. Box 727, Charleston, SC 29402. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 843-577-7783 or by fax 843-722-7257. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday.