Cohn Wealth Management. LLC (Roseland)


Cohn Wealth Management. LLC is a large advisory firm based in Roseland. It manages $30.37 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of New Jersey and New York.

Logo

Cohn Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cohn Wealth Management: assets under management

The assets under management (AUM) of Cohn Wealth Management. LLC is $30.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.59 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cohn Wealth Management. LLC 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
J.H. Cohn Llp Owner 1 Jul 2000 75% - 100% 22-1478099
Thomas J. Marino Ceo 1 Jul 2000 25% - 50% 4411970

Based in Roseland

The principal office where Cohn Wealth Management. LLC performs its advisory services is located at 75 Eisenhower Parkway, Roseland, NJ 07068, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-364-0001 or by fax 973-364-7557. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.cohnwm.com.