Cohen, Klingenstein & Marks Incorporated (New York)

Cohen, Klingenstein & Marks Incorporated is an adviser based in New York. It manages $1.18 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and New York.

Cohen, Klingenstein & Marks Incorporated provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cohen, Klingenstein & Marks Incorporated: assets under management

The assets under management (AUM) of Cohen, Klingenstein & Marks Incorporated is $1.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $196.22 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cohen, Klingenstein & Marks Incorporated 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, Klingenstein & Marks Incorporated

Charles Richard Crofton has been acting as President since 1 Dec 1981. Sheila Hartnett Devlin joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Charles Marks	Execuative vice president	1 Dec 1981	Other	4358700
Charles Richard Crofton	Director	1 Dec 1981	Other	57335
George Michael Cohen	President	1 Dec 1981	50% - 75%	2317221
Thomas Davis Klingenstein	Managing director	1 Feb 1991	Other	715362
Sheila Hartnett Devlin	Managing director	1 Sep 2005	Other	5290292

Based in New York

The principal office where Cohen, Klingenstein & Marks Incorporated performs its advisory services is located at 888 C 8 Th Avenue, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.