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| Happy Holidays!! thanks for using AUM13F!! |
| Arthur M Cohen & Associates LLC
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| CRD # | 105894 |
| SEC # | 801-35752 |
| CIK # | 0001692252 |
| AUM | $1.0 B (2025-02-12) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 847-480-2990 |
| Address | 1033 Skokie Boulevard Northbrook, IL 60062 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 56.9 | ||
| Danaher Corp /DE/ | 37.2 | ||
| Apple Inc | 35.6 | ||
| Amazon Com Inc | 29.2 | ||
| Microsoft Corp | 28.7 | ||
| Alphabet Inc | 23.2 | ||
| Lilly Eli & Co | 17.7 | ||
| Netflix Inc | 16.1 | ||
| Costco Wholesale Corp /NEW | 15.8 | ||
| BlackRock Inc | 11.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 9.6 |
| (b) Individuals (high net worth individuals) | 153 | 1,011.4 |
| (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 | 0 | 0.0 |
| (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 | 831 | 1,021.0 |
| By Discretionary | ||
| Discretionary | 831 | 1,021.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 831 | 1,021.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,021.0 | |
| Total | 831 | 1,021.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001692252] |
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|---|---|---|
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Strategic Wealth Group Registered Investment Advisor LLC
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MN | 1.0 |
|
Greystone Financial Group LLC
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MI | 1.0 |
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WA | 1.0 |
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Towneley Capital Management Inc
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CA | 1.0 |
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Catalyst Financial Partners LLC
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MA | 1.0 |
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O'Hagan Group Inc
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PA | 1.0 |
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Park Piedmont Advisors LLC
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IL | 1.0 |
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AB2 Capital Partners LLC
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FL | 1.0 |
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Investment Metrics LLC
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AZ | 1.0 |
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Dinuzzo Private Wealth Inc
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PA | 1.0 |