Stavis and Cohen Financial

  • Financial Services
  • Houston TX
  • 10 employees
  • Financial Services
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Company Overview

Headquarters
1330 Post Oak Blvd Ste 2190, Houston TX
Website
stavisandcohen.com
Phone
(713) 275-7750
Employees
10
Founded in
2009
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

Total Funding Amount

$350,000M

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Who is Stavis and Cohen Financial

Stavis and Cohen Private Wealth is a private wealth management firm located in Houston, Texas. The company is a relatively small firm with 10 employees. Stavis and Cohen Private Wealth provides wealth-building and estate planning services to multi-generational families. Their services are designed to help families navigate the complexities of managing their wealth. The firm emphasizes a personalized approach to wealth management, combining high-tech planning tools with a high-touch client service experience. To learn more about Stavis and Cohen Private Wealth, visit their website at www.stavisandcohen.com/.

Stavis and Cohen Financial Industry Tags

Finance
Financial Services
Financial Advisory Services
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Stavis and Cohen Financial Tech Stack

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FAQ

What is the location of Stavis and Cohen Financial's headquarters?
The headquarters of Stavis and Cohen Financial are situated at 1330 Post Oak Blvd Ste 2190, Houston TX
What is Stavis and Cohen Financial's phone number?
Stavis and Cohen Financial's contact number is (713) 275-7750.
What is Stavis and Cohen Financial's official website?
The official website of Stavis and Cohen Financial can be found at stavisandcohen.com.
What is Stavis and Cohen Financial's current revenue?
As of February 2015, Stavis and Cohen Financial's annual revenue reached $5B.
How many employees does Stavis and Cohen Financial currently have?
Stavis and Cohen Financial employs approximately 10+ people as of February 2015
Which industries is Stavis and Cohen Financial primarily operating in?
Stavis and Cohen Financial operates in the following industries: Finance, Credit
What are Stavis and Cohen Financial's industry tags?
Stavis and Cohen Financial's industry tags include: Finance, Financial Services, Financial Advisory Services
What is Stavis and Cohen Financial's total funding to date?
Stavis and Cohen Financial has secured $350,000M as of February 2015
When was Stavis and Cohen Financial founded?
Stavis and Cohen Financial was founded in 2009.

Employee Directory

Key Employees

Eddie Cohen

Chief Investment Officer and Founder

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