AdvisorOS Directory
Claim Profile
PC

Paul Ian Cohen

MAREST CAPITAL, LLC·TARZANA, California
Unclaimed Profile
18321 VENTURA BLVD, TARZANA, CA 91356CRD# 1180121Firm CRD# 315958
01

About

Paul Ian Cohen is a registered financial advisor based in TARZANA, California, affiliated with MAREST CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MAREST CAPITAL, LLC
MAREST CAPITAL, LLC
AUM
$190M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MAREST CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1180121
Firm CRD# 315958
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TARZANA?

Browse all registered financial advisors in TARZANA, California or claim this profile if it's yours.

Browse TARZANA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul Ian Cohen offer?
Paul Ian Cohen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TARZANA, California for a consultation.
What are Paul Ian Cohen's credentials?
Paul Ian Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Ian Cohen located?
Paul Ian Cohen is based in TARZANA, California, working with MAREST CAPITAL, LLC. Their office serves clients in the TARZANA metropolitan area and surrounding communities.
How does Paul Ian Cohen charge for services?
Paul Ian 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 MAREST CAPITAL, LLC?
MAREST CAPITAL, LLC has approximately 4 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TARZANA
Todd Allen Sherer — ILLUMINATION ASSET MANAGEMENT, LLCNatasha Rushidovna Guttman — ILLUMINATION ASSET MANAGEMENT, LLCKaren Ilene Malkoff-Hatton — FINANCIAL SECURITY SOLUTIONS, CORP.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile