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ARTHUR M. COHEN & ASSOCIATES LLC
CRD 105894 · SEC 801-35752
1033 SKOKIE BOULEVARD, STE 200, NORTHBROOK, IL, 60062, United States
Phone
847-480-2990
Fax
847-480-7794
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$1.11B
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF THIRD PARTY ADVISER FEES
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $10.4M |
| High net worth individuals | 163 | $1.10B |
| Charitable organizations | 2 | $2.7M |
States served
AZ, CA, CO, IL, LA, NY, TX, FL
Official SEC filing: View on IAPD