Unclaimed Profile

Marilyn Maxine Cohen

ENVISION CAPITAL MANAGEMENT INC·EL SEGUNDO, California

Series 7, Series 24, Series 53, Series 63Clean record31 years registeredENVISION 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 · 31 years registered

Brand Profile

Not yet started

Career History

ENVISION CAPITAL MANAGEMENT INC

Feb 1995 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · February 15, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENVISION CAPITAL MANAGEMENT INC

CRD 107150 · SEC 801-48253

AUM

$358M

Regulatory assets under management

Employees

270 client accounts

Services offered by ENVISION CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ENVISION CAPITAL MANAGEMENT INC →

Introduction

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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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