Arthur M. Cohen & Associates LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northbrook, IL.
Assets Under Management
$1.1B
Employees
5
Offices
--
Total Clients
191
Primary office
NORTHBROOK, IL
1033 SKOKIE BOULEVARD, STE 200, NORTHBROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.3% of total clients.
Top client categories% of clientsClients
1
HNWI
85.3%
163
2
Individuals
13.6%
26
3
Charitable
1.0%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 17, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts837
10Y AUM Change+$481M (+76.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.