A complete list of active advisors currently associated with Arthur M.. Cohen & Associates LLC

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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.

To learn more about the advisors currently working at Arthur M.. Cohen & Associates LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.