Overview
Assets Under Management: $1.0 billion
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 153
Average Client Assets: $7 million
Frequently Asked Questions
ARTHUR M. COHEN & ASSOCIATES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105894), ARTHUR M. COHEN & ASSOCIATES LLC is subject to fiduciary duty under federal law.
ARTHUR M. COHEN & ASSOCIATES LLC is headquartered in NORTHBROOK, IL.
ARTHUR M. COHEN & ASSOCIATES LLC serves 153 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, ARTHUR M. COHEN & ASSOCIATES LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ARTHUR M. COHEN & ASSOCIATES LLC manages $1.0 billion in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, ARTHUR M. COHEN & ASSOCIATES LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.06
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 831
Discretionary Accounts: 831
Regulatory Filings
CRD Number: 105894
Last Filing Date: 2025-02-12 00:00:00
Website: https://amcohen.com