Brodie
Cohen
Cohen Capital Management Inc
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About this Advisor
Brodie Cohen is a financial advisor based in Corte Madera, California, working with Cohen Capital Management Inc. Brodie has previously held positions at Epiq Capital Group, LLC, Cohen Capital Management, Prime Finance, Tiburon Peninsula Club, and Cohen Capital Management, Inc, and has attended Colgate University, Tuck Bridge Program Dartmouth, and Marin Academy High School. Brodie has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Brodie is part of Cohen Capital Management Inc, which operates out of Corte Madera, California. The firm has 7 employees and manages assets totaling $1.0 billion. The firm serves charitable organizations and high-net-worth individuals, offering services such as financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Cohen Capital Management Inc includes asset-based and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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Cohen Capital Management Inc Brokerage Details
$1,007,504,431
7
474
$2,125,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Brodie Cohen Work History
Cohen Capital Management, Inc
Epiq Capital Group, LLC
Cohen Capital Management
Attended Colgate University
Prime Finance
Attended Colgate University
Tuck Bridge Program Dartmouth
Attended Colgate University
Cohen Capital Management
Attended Colgate University
Attended Marin Academy High School
Tiburon Peninsula Club
Disclosures
Please visit the SEC profile of Brodie Cohen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cohen Capital Management Inc
Corte Madera, CA
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