RIA Intel›Advisers›New York›COHEN, KLINGENSTEIN & MARKS INCORPORATED

COHEN, KLINGENSTEIN & MARKS INCORPORATED

Advisory

NEW YORK, NY

Data as of Feb 24, 2009 · Source: SEC Form ADV

Total AUM
$1M
1-Year AUM Growth
-99.8%
3-Year CAGR
-90.3%
Employees
0
Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingFeb 26, 2001
Latest FilingFeb 24, 2009
🔒 Full AUM trend chart and 15 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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