Invested Better
Unclaimed

Unclaimed

Unclaimed

Ygal Cohen

ASG Capital

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ygal? Claim Your Profile

About Ygal Cohen

Ygal Cohen is an investment advisor representative associated with ASG Capital. Ygal has over 20 years of experience in the financial services industry. Ygal is currently registered in Florida. Ygal has passed the Series 66 and Series 63 exams. Ygal is also a Series 3 and Series 7 licensed professional. Ygal was previously employed by GLOBAL INVESTOR SERVICES, L.C., NORTHEAST SECURITIES, INC., JEFFERIES & COMPANY, INC., WACHOVIA SECURITIES, LLC, and PRUDENTIAL SECURITIES INCORPORATED. Ygal is also the owner of YCO LLC, a real estate company, and through ASG Asset Management, Inc., acts as a sponsor and advisor to two pooled investment vehicles. ASG Capital specializes in providing portfolio management services to individuals, businesses, and pooled investment vehicles. ASG Capital has over $78 million in regulatory assets under management. The firm’s services are available to a variety of client types, including high-net-worth individuals, insurance companies, and pooled investment vehicles.

Firm Information

Ygal Cohen is currently registered with ASG Capital. ASG Capital is an investment advisor with $78,150,022 in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisors services. ASG Capital has 3 investment advisor representatives and 30 total accounts.

$78.15M

Assets Under Management

Not reported

Total Clients

3

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ygal Cohen’s Registration & Firm History

FL

01/01/2025 - Present

ASG Capital (Miami FL)

FL

10/11/2011 - 09/20/2012

GLOBAL INVESTOR SERVICES, L.C. (MIAMI FL)

FL

07/18/2008 - 11/04/2011

NORTHEAST SECURITIES, INC. (MIAMI FL)

NY

02/16/2007 - 07/29/2008

JEFFERIES & COMPANY, INC. (NEW YORK NY)

FL

07/11/2003 - 02/21/2007

WACHOVIA SECURITIES, LLC (MIAMI FL)

NY

09/10/1998 - 07/16/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

Not sure if Ygal Cohen is right for you?

Licenses & Designations

BOTH

Issued 05/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/1998

Series 3 - National Commodity Futures Examination

BC

Issued 08/22/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ygal Cohen.
Not sure if Ygal Cohen is right for you?