Overview
Assets Under Management: $564 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 101
Average Client Assets: $5.2 million
Frequently Asked Questions
STAVIS & COHEN FINANCIAL 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 #151299), STAVIS & COHEN FINANCIAL is subject to fiduciary duty under federal law.
STAVIS & COHEN FINANCIAL is headquartered in HOUSTON, TX.
STAVIS & COHEN FINANCIAL serves 101 high-net-worth clients according to their SEC filing dated November 21, 2018. View client details ↓
According to their SEC Form ADV, STAVIS & COHEN FINANCIAL offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
STAVIS & COHEN FINANCIAL manages $564 million in client assets according to their SEC filing dated November 21, 2018.
According to their SEC Form ADV, STAVIS & COHEN FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.30%
Average Client Assets: $5.2 million
Total Client Accounts: 871
Discretionary Accounts: 639
Non-Discretionary Accounts: 232
Regulatory Filings
CRD Number: 151299
Filing ID: 1253113
Last Filing Date: 2018-11-21 13:23:00