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 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$5B
Total Funding Amount
$350,000M
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/.
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Stavis and Cohen Financial Tech Stack
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