Member · Greycliff Wealth Management, LLC
Ina Cohen
CRD 7445289 · Named on Form ADV at one SEC-registered adviser
At a glance
Greycliff Wealth Management, LLC, an SEC-registered wealth manager based in New York, NY with $84 million in regulatory assets, lists Ina Cohen on its Form ADV as Member, a control person.
Firms and roles
- Greycliff Wealth Management, LLCMemberWealth manager · New York, NY · $84M in regulatory assets
AtlasMembers
Ina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian J TirriMember, Chief Compliance Officer, Greycliff Wealth Management, LLC
- Jason GoldMember, Greycliff Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.