Cohen Ira Stanley is a large advisory firm based in Bakersfield. It manages $125.13 million of regulatory assets for 338 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Cohen Ira Stanley 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.
The assets under management (AUM) of Cohen Ira Stanley is $125.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cohen Ira Stanley 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.
The principal office where Cohen Ira Stanley performs its advisory services is located at 4200 Truxtun Ave, Bakersfield, CA 93309 The mailing address of the firm is P.O. Box 11078, Bakersfield,, CA 93389. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 661-321-0341 or by fax 661-322-7326. The normal business hours are 8am-4pm on Monday - Friday.