Gary
Cohen
Archer Pointe Wealth Management, LLC
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About this Advisor
Gary Cohen is a certified financial planner working in Davis, California, with a total of 3 years of relevant experience. Cohen is an employee of Archer Pointe Wealth Management, LLC. Throughout their career, Cohen has worked at Chamberlain Financial Planning LLC, Archer Pointe Wealth Management, LLC and Libra Wealth LLC. Cohen maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in California. Archer Pointe Wealth Management, LLC is a registered investment business based in Davis, CA. It has just two financial advisors. It handles $119 million in assets among its 273 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 273 accounts, 57% belong to high-net-worth investors who have at least $1 million in investable assets. The business provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees typically are based on which services the firm provides the client. Fee types charged by Archer Pointe Wealth Management, LLC can include some combination of hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archer Pointe Wealth Management, LLC Brokerage Details
$118,863,000
2
273
$435,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gary Cohen Work History
Gary has been registered as a financial advisor for 3 years.*
Libra Wealth LLC
Archer Pointe Wealth Management, LLC
Chamberlain Financial Planning LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary 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 Archer Pointe Wealth Management, LLC
Davis, CA
Davis, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
