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Coen & Densmore Inc.

109 1/2 Church St.
Charleston, South Carolina 29401
United States
Contact :      Mrs. Susan T. Borick
Phone :       (843) 577-7783
Fax :             (843) 722-7257
Email :
Web :           http://

Coen & Densmore Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $72
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1979
Wrap Programs Offered? : Yes
# of Accounts Managed : 95
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Coen & Densmore Inc. History

Organization  First independent advisory firm in South Carolina  Founded in 1979 Distinguishing Characteristics: Continuity: The firm's principal, Richard E. Coen with 41 years investment experience, and his former partner conceived and developed C&D's distinctive investment process and focused exclusively on its implementation since the firm was founded in 1979. Discipline and Judgment: The security selection, portfolio construction and sell disciplines are consistently and strictly followed. A critical overlay to these disciplines is the judgment of the principal gained through his many years of investment experience.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Coen & Densmore Inc. Personnel

Mr.  Richard E. Coen

Portfolio Manager
Tel : (843) 577-7783
Key Investment Professional Richard E. Coen President Mr. Coen began his investment career in 1960 with Courts & Co. in Atlanta as an Account Executive. In 1969, he became a Vice President and Director of Frost, Johnson, Read & Smith, a regional New York Stock Exchange member firm, and an Allied Member of the New York Stock Exchange. In 1979, he and his former partner formed Coen & Densmore, Inc. He has a Bachelor of Arts Degree in Economics from the University of Kansas. Community Activities:  Board of Directors, CareAlliance Health Services  Past Board of Directors, Low Country Open Land Trust  Past Trustee, Historic Charleston Foundation  Past President, Preservation Society of Charleston  Past Board of Directors, South Carolina Historical Society  Past Senior and Junior Warden, Saint Philip?s Episcopal Church  Chairman, Board of Trustee?s, Pompion Hill Chapel Foundation  Chairman, Board of Trustee?s, Foundation for the Preservation of Old and Historic Churches in the Diocese of South Carolina

Coen & Densmore Inc. Product Name

Report Created: March,28 2020.  Copyright Money Manager Review , All rights Reserved.

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