A
$1.1B Total AUM
$1.1B Disc. AUM
12.0% 3Y CAGR
5 Employees
191 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-12-1990
- Office Locations
- 1
Office Locations
1033 Skokie Blvd Suite 200 Glencoe IL
About Arthur M. Cohen & Associates LLC
Arthur M. Cohen & Associates LLC is a Northbrook-based RIA. The firm has been operating for 36 years. Managing $1.1B in total assets under management, with 2 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
59 AVG AGE
$555.8M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
18.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
36yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ARTHUR MARK COHEN
Chief Compliance Officer, President
- CRD
- #869197
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
M
Marcie Jill Pickard
Financial Advisor
- CRD
- #6617245
Available
Available
Available
N
NANO LOUISE YOUNGER
--
- CRD
- #2909661
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,111,514,757 | $1,327,975 |
| Non-Discretionary | $0 | -- |
| Total | $1,111,514,757 | $1,327,975 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available Municipal Bonds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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