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ARTHUR M. COHEN & ASSOCIATES LLC
NORTHBROOK, IL
847-480-2990
SEC #801-35752Total AUM
$1.1B
Employees
5Clients
198Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1033 SKOKIE BOULEVARD
STE 200
NORTHBROOK
IL 60062
United States
STE 200
NORTHBROOK
IL 60062
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
847-480-2990
Financials
Total AUM
$1.1B
Accounts
837Discretionary
$1.1B
Accounts
837Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
26AUM
$10.4M
HNW Individual Clients
163AUM
$1.1B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
2AUM
$2.7M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF THIRD PARTY ADVISER FEES
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILLANYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.