Skip to content

COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC

COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC

Description

How does the advisor help clients – Key Takeaways:

COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC is a trusted financial advisory firm that focuses on providing expert guidance and assistance to its clients in the fintech industry. With a dedicated team of financial experts and a strong track record of success, the firm helps businesses and individuals make informed financial decisions to achieve their goals and maximize their returns.

Facts and Insights

Here are some key facts and insights about COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC:

Assets Under Management Number of Advisors Time in Business
$500 million 10 5 years

Financial Services Offered

The firm specializes in providing a wide range of financial services to its clients, including:

  • Investment Management
  • Wealth Management
  • Portfolio Analysis
  • Risk Management
  • Estate Planning
  • Retirement Planning

Client Types

COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC serves a diverse clientele that includes:

  • Individuals
  • Small Businesses
  • Start-ups
  • Large Corporations

Fees & Compensation

The firm operates on a fee-only basis, which means its main source of income is a percentage of the assets it manages for its clients. This ensures that the firm’s interests are aligned with its clients’ interests, as the firm only makes money if its clients’ investments perform well.

Background

COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC was founded by John Cohen, a seasoned financial advisor with over 15 years of experience in the industry. With a strong background in fintech, John saw the potential for growth and innovation in the industry and wanted to help his clients capitalize on it. He assembled a team of expert advisors, each with their own unique perspectives and skills, to provide well-rounded and comprehensive financial advice to their clients.

Financial Advisor Disclosures to Know

As a financial advisor, COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC is committed to transparency and always puts its clients’ interests first. The firm abides by all applicable regulations and guidelines, including disclosure requirements, to ensure that its clients are well-informed and empowered to make the best financial decisions for themselves and their businesses.

If you are interested in learning more about COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC and how they can help you achieve your financial goals, please contact the firm to schedule a consultation.

Company Information

Main Office

Mail Office

Other Information

[directorist_single_listing_section label=”Location” key=”1627188303652″]
[directorist_single_listing_section label=”Video” key=”1627188303651″]
[directorist_single_listing_section label=”Tag” key=”1627188303650″]
[directorist_single_listing_section label=”Review” key=”1627188303656″]

Contact to advisor