Unclaimed Profile

Robert Louis Cohen

PROMANAGE, LLC·CHICAGO, Illinois

Clean record9 years registeredPROMANAGE, LLC

130 E RANDOLPH ST, CHICAGO, IL 60601CRD# 6788615Firm CRD# 133357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Louis Cohen · CHICAGO, IL

Registration

CRD #6788615 · PROMANAGE, LLC · 9 years registered

Brand Profile

Not yet started

Career History

PROMANAGE, LLC

May 2017 – present

Registrations & Exams

Registration record

First registered · May 15, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROMANAGE, LLC

CRD 133357 · SEC 801-63719

AUM

$5.4B

Regulatory assets under management

Employees

6 client accounts

Services offered by PROMANAGE, LLC

Per Form ADV

Financial planning

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at PROMANAGE, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Louis Cohen offer?

Robert Louis Cohen specializes in Financial Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Robert Louis Cohen's credentials?

Robert Louis Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Louis Cohen located?

Robert Louis Cohen is based in CHICAGO, Illinois, working with PROMANAGE, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Robert Louis Cohen charge for services?

Robert Louis Cohen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROMANAGE, LLC?

PROMANAGE, LLC has approximately 12 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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