Stavis & Cohen Private Wealth LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Stavis & Cohen Private Wealth LLC ✚
CRD #	312366
SEC #	801-120239
CIK #
AUM
Employees	23 (35% Investors, 35% Brokers)
Phone	713-275-7750
Address	1330 Post Oak Boulevard Houston, TX 77056
Source	[IAPD] [Website] [LinkedIn] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	139	49.4
(b) Individuals (high net worth individuals)	142	704.5
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	1,175	753.8
By Discretionary
Discretionary	902	679.9
Non-Discretionary	273	74.0
Total	1,175	753.8
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		753.8
Total	1,175	753.8

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