Cohen Investment Advisors, LLC
Cohen Investment Advisors, LLC is an SEC-registered wealth manager in Bedford, NH with $259.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Cohen Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168595, SEC 801-117592, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $259.3M (2026-06-18)
- Firm type
- Wealth Manager
- Location
- Bedford, NH
- Employees
- 7
- Clients
- 251
- CRD
- 168595
- Ownership
- COHEN, DANIEL
How much AUM does Cohen Investment Advisors, LLC have?
Cohen Investment Advisors, LLC reported $259.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Cohen Investment Advisors, LLC?
Disclosed owners and executives of Cohen Investment Advisors, LLC include COHEN, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.