A
CRD: 170548
Alexander D Cohen Investments, LLC
Dallas, TX, 75244
2144781218
$6.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-29-2014
- Office Locations
- 1
Office Locations
4445 Alpha Road Suite 113a Dallas TX
About Alexander D Cohen Investments, LLC
Alexander D Cohen Investments, LLC is a Dallas-based RIA. The firm has been operating for 12 years. Managing $6.9M in total assets under management, with 2 advisory representatives. They custody assets with Axos and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$313.6K AVG AUM / CLIENT
8.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Foundation pathway
Investment Themes
Legacy Prime
Investment Vehicles
Ridge horizon
Services
Ember Value zenith Oak focus North ember Insight Horizon
Owner & Executives
A
ALEXANDER DENTON COHEN
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #6310702
- Ownership
- 75% or more
(439) 510-9632
eagle.atlas@catalystcapital.com
in linkedin.com/in/north-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
M
MARK ANTHONY SHELTON
--
- CRD
- #1808199
(929) 637-7246
optima.vital@focuscapital.com
in linkedin.com/in/prime-atlas
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,900,114 | -- |
| Total | $6,900,114 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,900,114
Public Funds:
41.1% Cash:
58.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,367,216,199 | 41.1% |
| Cash | $1,959,343,897 | 58.9% |
| Total | $3,326,560,096 | 100.0% |