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Home > Retirement Planners > illinois > northbrook > ARTHUR M. COHEN & ASSOCIATES LLC
ARTHUR M. COHEN & ASSOCIATES LLC
1033 Skokie Boulevard
Ste 200
Northbrook, Illinois 60062
Tel: 847-480-2990
About ARTHUR M. COHEN & ASSOCIATES LLC
ARTHUR M COHEN & ASSOCIATES LLC, formally registered with the SEC as ARTHUR M COHEN & ASSOCIATES LLC. The firm was established in 01/12/1990. They have over 1 offices throughout the country.
ARTHUR M. COHEN & ASSOCIATES LLC is a Northbrook, Illinois based Financial Planning firm with nearly $1,021,018,577 assets under management, offering retirement planning & investment advisory services to 831 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105894 |
| SEC# | 801-35752 |
| Assets Managed by Firm | $1,021,018,577 |
| No. of Clients | 831 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF THIRD PARTY ADVISER FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 831 | $1,021,018,577 |
| Individuals (other than high net worth individuals) | 15 | $9,588,953 |
| High net worth individuals | 153 | $1,011,429,624 |
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