Cohen, Albert H. (Princeton)

Cohen, Albert H. is a large advisory firm based in Princeton. It manages $31.5 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and New Jersey.

Cohen, Albert H provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cohen, Albert H: assets under management

The assets under management (AUM) of Cohen, Albert H. is $31.5 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $30 million in discretionary accounts and $1.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.73 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.5 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cohen, Albert H. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cohen, Albert H.

Cohen, Albert H. is owned by Albert Cohen. Albert Howard Cohen joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Albert Cohen	Owner	1 Oct 1994	75% - 100%	2316504
Albert Howard Cohen	Owner	1 Oct 1994	75% - 100%	2316504

Based in Princeton

The principal office where Cohen, Albert H. performs its advisory services is located at 51 Primrose Cir., Princeton, NJ 08540, which is also the mailing address of the firm. An additional office of the firm is in Sarasota, FL. It doesn’t run an office outside of the United States.