Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Cohen Klingenstein, LLC
SEC CIK
IRS number
263260084
SEC advisor number
801-69612
FINRA CRD number
148428
AUM ?
$2.53 bn
(as of 25 Mar 24)
Accounts
116
(as of 25 Mar 24)
Employees
7
(3 investment advisory or research)
Address
Cohen Klingenstein
1410 BROADWAY
SUITE 302
NEW YORK
NY 10018
1410 BROADWAY
SUITE 302
NEW YORK
NY 10018
Phone
2127570235
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22