COHN WEALTH MANAGEMENT LLC
CRD #121519 SEC #801-63136 ROSELAND, NJ 973-364-0001
SEC Registered
Total AUM
$7.2M
Discretionary
$7.2M
Employees
5
Clients
10
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- JANUARY
- Registration Date
- --
- Latest Filing
- Jan 7, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONOVER, JOHN, L. | I | MANAGING DIRECTOR | NA | Control |
| CONOVER, JOHN, L. | I | MANAGING DIRECTOR | NA | Control |
| CONOVER, JOHN, L. | I | MANAGING DIRECTOR | NA | Control |
| CONOVER, JOHN, L. | I | MANAGING DIRECTOR | NA | Control |
| JHC HOLDING LLC | DE | MEMBER | E | Control |
| JHC HOLDING LLC | DE | OWNER | E | Control |
| JHC HOLDING LLC | DE | OWNER | E | Control |
| JHC HOLDING LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| J.H. COHN LLP | DE | JHC HOLDING LLC | E | |
| J.H. COHN LLP | DE | JHC HOLDING LLC | E | |
| J.H. COHN LLP | DE | JHC HOLDING LLC | E | |
| MARINO, THOMAS, J. | I | J.H. COHN LLP | C | Control |
| MARINO, THOMAS, J. | I | J.H. COHN LLP | C | Control |
| MARINO, THOMAS, J. | I | J.H. COHN LLP | C | Control |
Registrations
Federal
IA
Jan 7, 2005 REGISTERED
Notice Filings (2)
NJ NY
Address
75 EISENHOWER PARKWAYROSELAND, NJ 7068
USA
Phone: 973-364-0001