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ARTHUR M. COHEN & ASSOCIATES LLC

1033 Skokie Boulevard
Ste 200
Northbrook, Illinois 60062
Tel: 847-480-2990

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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 StatusApproved
Firm CRD#105894
SEC#801-35752
Assets Managed by Firm$1,021,018,577
No. of Clients831
No. of Advisors5

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 ClientsAUM
Firm Total831$1,021,018,577
Individuals (other than high net worth individuals)15$9,588,953
High net worth individuals153$1,011,429,624

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