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| Arthur M Cohen & Associates LLC
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|---|---|
| CRD # | 105894 |
| SEC # | 801-35752 |
| CIK # | 0001692252 |
| AUM | 1,111.5 M (2026-04-17) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-480-2990 |
| Address | 1033 Skokie Boulevard Northbrook, IL 60062 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 61.0 | ||
| Apple Inc | 42.5 | ||
| Alphabet Inc | 36.8 | ||
| Amazon Com Inc | 27.6 | ||
| Danaher Corp /DE/ | 25.5 | ||
| Lilly Eli & Co | 21.2 | ||
| Microsoft Corp | 20.8 | ||
| Costco Wholesale Corp /NEW | 16.3 | ||
| Netflix Inc | 11.7 | ||
| BlackRock Inc | 10.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 10.4 |
| (b) Individuals (high net worth individuals) | 163 | 1,098.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 837 | 1,111.5 |
| By Discretionary | ||
| Discretionary | 837 | 1,111.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 837 | 1,111.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,111.5 | |
| Total | 837 | 1,111.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001692252] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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FL | 1,116.2 M |
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|
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ARQ Wealth Advisors LLC
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AZ | 1,109.3 M |
|
The Financial Advisors LLC
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MA | 1,108.4 M |
|
Heirloom Wealth Management LLC
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|
Triasima Portfolio Management Inc
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1,105.3 M |