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Paul Ian Cohen

Marest Capital, LLC

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About Paul Ian Cohen

Paul Ian Cohen is an investment advisor representative for Marest Capital, LLC. Paul has been in the industry since 1990 and is registered in California and Texas. Paul is also the president and registered agent of TWC Sports Management, a company not related to his investment activities. Paul specializes in providing financial planning services and selection of other advisors. He manages accounts for individuals and corporations.

Firm Information

Paul 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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Paul Cohen’s Registration & Firm History

CA

03/15/2022 - Present

Marest Capital, LLC (TARZANA CA)

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Licenses & Designations

IA

Issued 11/01/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Ian Cohen.
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