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Aaron Samuel Cohen

Marest Capital, LLC

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About Aaron Samuel Cohen

Aaron Cohen is a registered Investment Advisor Representative with Marest Capital, LLC. Aaron is a seasoned professional with experience in the financial industry. He is registered with the state of California. Aaron's current role at Marest Capital, LLC is to provide investment advice to individuals, high-net-worth individuals and corporations. He has previously been employed by TWC Sports, Marcus and Millichap, Partnervest Advisory Services LLC, ChangePath, LLC, and Mir Yeshiva.

Firm Information

Aaron Cohen is currently registered with Marest Capital, LLC. Marest Capital, LLC is an investment advisor located in Tarzana, CA. The firm provides financial planning, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, and corporations. They have approximately $217,855,544 in regulatory assets under management. Marest Capital, LLC participates in wrap fee programs.
Marest Capital, LLC

18321 VENTURA BLVD

TARZANA, CA 91356

$217.86M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Cohen’s Registration & Firm History

CA

03/15/2022 - Present

Marest Capital, LLC (TARZANA CA)

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Licenses & Designations

IA

Issued 06/16/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Samuel Cohen.
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