Tech stack
No one at Cohen Capital Management Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $848M held · filed Jun 2024
Wells Fargo
Per Form ADV · $37M held · filed Jun 2024