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Cohen Arthur Mark (Northbrook)


Cohen Arthur Mark is a large advisory firm based in Northbrook. It manages $355.8 million of regulatory assets for 652 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Cohen Arthur Mark provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cohen Arthur Mark: assets under management

The assets under management (AUM) of Cohen Arthur Mark is $355.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $355.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $545.71 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cohen Arthur Mark for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Northbrook

The principal office where Cohen Arthur Mark performs its advisory services is located at 1033 Skokie Boulevard, Northbrook, IL 60062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-480-2990 or by fax 847-480-7794. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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