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Marilyn Maxine Cohen

ENVISION CAPITAL MANAGEMENT INC·EL SEGUNDO, California
Clean recordENVISION CAPITAL MANAGEMENT INC
2301 ROSECRANS AVE, #4180,, EL SEGUNDO, CA 90245CRD# 860876Firm CRD# 107150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marilyn Maxine Cohen · EL SEGUNDO, CA
Registration
CRD #860876 · ENVISION CAPITAL MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marilyn Maxine Cohen is a registered financial advisor based in EL SEGUNDO, California, affiliated with ENVISION CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ENVISION CAPITAL MANAGEMENT INC
ENVISION CAPITAL MANAGEMENT INC
AUM
$358M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ENVISION CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 860876
Firm CRD# 107150
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marilyn Maxine Cohen offer?
Marilyn Maxine Cohen specializes in Investment Management, Fee-Only Advisory. Contact their office in EL SEGUNDO, California for a consultation.
What are Marilyn Maxine Cohen's credentials?
Marilyn Maxine Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marilyn Maxine Cohen located?
Marilyn Maxine Cohen is based in EL SEGUNDO, California, working with ENVISION CAPITAL MANAGEMENT INC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Marilyn Maxine Cohen charge for services?
Marilyn Maxine Cohen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENVISION CAPITAL MANAGEMENT INC?
ENVISION CAPITAL MANAGEMENT INC has approximately 2 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ENVISION CAPITAL MANAGEMENT INC

Alexander Mcgregor Anderson
EL SEGUNDO, CA
Lisa Ann Nevolo
EL SEGUNDO, CA

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Research
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