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William Joseph Cohen

Homrich Berg

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About William Joseph Cohen

William Joseph Cohen is an Investment Advisor Representative at Homrich Berg. William Cohen is a registered Investment Advisor in Georgia and Texas. William Cohen previously worked at Magner Securities, LLC in Atlanta, Georgia from 2004 to 2007. William Cohen holds a Series 65 and Series 27 license.

Firm Information

William Cohen is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Cohen’s Registration & Firm History

GA

06/01/2022 - Present

Homrich Berg (Atlanta GA)

GA

05/24/2004 - 04/12/2007

MAGNER SECURITIES, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 04/08/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2004

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Joseph Cohen.
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