Overview
Assets Under Management: $1.0 billion
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 153
Average Client Assets: $7 million
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