Overview
Assets Under Management: $286 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 225
Average Client Assets: $1.3 million
Frequently Asked Questions
COWEN PRIME ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153397), COWEN PRIME ADVISORS is subject to fiduciary duty under federal law.
COWEN PRIME ADVISORS is headquartered in NEW YORK, NY.
COWEN PRIME ADVISORS serves 225 high-net-worth clients according to their SEC filing dated March 08, 2018. View client details ↓
According to their SEC Form ADV, COWEN PRIME ADVISORS offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
COWEN PRIME ADVISORS manages $286 million in client assets according to their SEC filing dated March 08, 2018.
According to their SEC Form ADV, COWEN PRIME ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 225
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $1.3 million
Total Client Accounts: 253
Discretionary Accounts: 253
Regulatory Filings
CRD Number: 153397
Filing ID: 1163562
Last Filing Date: 2018-03-08 13:31:00