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- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2013
- Office Locations
- 3
Office Locations
About Cohen Investment Advisors, LLC
Cohen Investment Advisors is a Bedford, NH-based financial planning and wealth management firm led by CFP Daniel Cohen, serving clients across the U.S. and abroad. The team provides retirement and investment planning, portfolio construction/diversification, tax optimization, risk assessment, and estate planning for individuals, families, business owners, professionals, and executives, with portfolios oriented heavily to ETFs. Recognized on the Forbes Best-In-State Wealth Advisors list (2023-2025).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL COHEN
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Investment Advisor
- CRD
- #2414071
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TIFFANY ANNE DONEGAN
--
- CRD
- #8032009
JAMES N PERRY
--
- CRD
- #6928312
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,282,862 | $282,136 |
| Non-Discretionary | $0 | -- |
| Total | $259,282,862 | $282,136 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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