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Albert Howard Cohen (Sarasota)


Albert Howard Cohen is a large advisory firm based in Sarasota. It manages $61 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida, Massachusetts, and New Jersey.




Albert Howard Cohen provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Albert Howard Cohen: assets under management

The assets under management (AUM) of Albert Howard Cohen is $61 million. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.61 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Albert Howard Cohen for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sarasota

The principal office where Albert Howard Cohen performs its advisory services is located at 5347 Hunt Club Way, Sarasota, FL 34238, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-926-9225 or by fax 941-923-2192. The normal business hours are 8 a.m. to 6 p.m. on Monday - Friday.


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