Investment adviser · CRD 313371

COHNREZNICK WEALTH ADVISORS LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 10, 2021

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 10, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

17 STATE ST, 3320
NEW YORK, NY, 10004, United States

CRD 313371

Filing source

Form ADV 1504933 · Mar 10, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.