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.
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 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.
Cohen, Albert H. is owned by Albert Cohen. Albert Howard Cohen joined the executive team most recently as the Owner.
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.
You can reach the main office by calling the phone number 732-355-0786 or by fax 732-329-8903. The normal business hours are 8 a.m. to 6 p.m. on Monday - Friday.