STAVIS & COHEN PRIVATE WEALTH, LLC
CRD #312366 SEC #801-120239 HOUSTON, TX 713-275-7750
SEC Registered
Total AUM
$753.8M
Discretionary
$679.9M
Employees
23
Clients
26
Accounts
1,175
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $753.8M | $679.9M | $74M | 23 | 5 |
| Feb 2023 | $753.8M | $679.9M | $74M | 23 | 5 |
| Jan 2023 | $753.8M | $679.9M | $74M | 23 | 5 |
| Mar 2022 | $753.8M | $679.9M | $74M | 23 | 5 |
| Jan 2022 | $665.5M | $602.2M | $63.3M | 19 | 6 |
| Mar 2021 | $665.5M | $602.2M | $63.3M | 19 | 6 |
| Mar 2021 | $665.5M | $602.2M | $63.3M | 19 | 6 |
| Feb 2021 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Feb 2021 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Jan 2021 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Jan 2021 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Dec 2020 | $627.2M | $528.8M | $98.4M | 17 | 10 |
DateMar 2023
Total AUM$753.8M
Discretionary$679.9M
Non-Disc.$74M
Employees23
Clients5
DateFeb 2023
Total AUM$753.8M
Discretionary$679.9M
Non-Disc.$74M
Employees23
Clients5
DateJan 2023
Total AUM$753.8M
Discretionary$679.9M
Non-Disc.$74M
Employees23
Clients5
DateMar 2022
Total AUM$753.8M
Discretionary$679.9M
Non-Disc.$74M
Employees23
Clients5
DateJan 2022
Total AUM$665.5M
Discretionary$602.2M
Non-Disc.$63.3M
Employees19
Clients6
DateMar 2021
Total AUM$665.5M
Discretionary$602.2M
Non-Disc.$63.3M
Employees19
Clients6
DateMar 2021
Total AUM$665.5M
Discretionary$602.2M
Non-Disc.$63.3M
Employees19
Clients6
DateFeb 2021
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateFeb 2021
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateJan 2021
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateJan 2021
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateDec 2020
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10