Arthur M.. Cohen & Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,108,811,722
Clients
189
Advisors
3
of 5 employees
About
Arthur M. Cohen & Associates, LLC provides investment advisory and financial planning services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and other entities. Services are tailored and include portfolio management, retirement and tax planning, estate planning, benefits plan design and advice on a broad range of securities, including private investments and direct investments in partnerships or businesses.
The firm tailors strategies to each client by assessing time horizon and risk tolerance and generally relies on fundamental analysis using sources such as Morningstar and Value Line; the brochure reports all assets under management are handled on a discretionary basis. Client accounts are reviewed at least quarterly or semi‑annually, with an annual in‑person update, and the firm conducts ongoing manager due diligence including site visits and conference calls.
The firm manages over $1.1 billion in discretionary assets, resulting in an unusually high level of assets under management per adviser compared with peers in the team cohort. Distinctive operational features disclosed in the brochure include advice on private and direct investments, occasional referral arrangements that may involve a portion of third‑party manager fees for certain hedge fund investments, and a formal succession agreement with Joel Isaacson & Co., all of which set it apart from many similarly sized advisory teams.
Client services
Expertise
Fee options
Financial planning flat fee starting at a minimum of $500, based on complexity.
$0 - $2,000,000: 1.00% $2,000,001 - $7,000,000: 0.75%
$200 to $400 per hour for financial planning, if client desires.
Minimum fee: Financial planning flat fee starting at $500. Fee-only: Flat fee financial planning starting at $500; hourly fees $200 to $400.
Main office
1033 Skokie Blvd, Suite 200
Glencoe IL 60062
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · Illinois · Louisiana · New York · Texas
Also doing business as
Arthur M. Cohen & Associates LLC · Cohen Arthur M & Associates · Cohen Arthur Mark
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nano Y
CFP®, Series 63
Northbrook, IL
Arthur M.. Cohen & Associates LLC
Nano Younger is a CFP® with 23 years of industry experience, currently serving at Arthur M. Cohen & Associates LLC since 1999. He also operates a tax preparation business. Arthur M. Cohen & Associates provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and financial planning. The firm customizes investment strategies based on clients’ time horizons and risk tolerance, utilizing fundamental analysis, third-party research, and additional due diligence before recommending complex investments.
Arthur C
Series 63
Northbrook, IL
Arthur M.. Cohen & Associates LLC
Arthur Cohen is a financial advisor at Arthur M. Cohen & Associates LLC with 29 years of industry experience. He has been with Arthur M. Cohen and Associates since 1989. Cohen holds the Series 63 designation. Arthur M. Cohen & Associates, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm tailors strategies based on client time horizon and risk tolerance, primarily using fundamental analysis, and manages over $1.1 billion in discretionary assets.
Marcie P
CFP®, Series 66
Glencoe, IL
Arthur M.. Cohen & Associates LLC
Marcie Pickard is a CFP® professional with nine years of industry experience, currently affiliated with Arthur M. Cohen & Associates LLC and Republic Partners. Her prior experience includes roles at Merrill and Bank of America, N.A. She holds the Series 66 designation. Arthur M. Cohen & Associates, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and financial planning, tailoring investment strategies based on fundamental analysis and third-party research to clients’ time horizons and risk tolerances.
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