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Building 2MAREST CAPITAL, LLC

Map pinENCINO, CA
Phone818-216-4900
NotebookSEC #801-123440
Total AUM
$239.8M
Employees
3
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16255 VENTURA BLVD
SUITE 505
ENCINO
CA 91436
United States
Operating Hours
6:30 AM - 5 PM
Monday - Friday
Phone
818-216-4900

ReceiptFinancials

Total AUM
$239.8M
Accounts
120
Discretionary
$239.8M
Accounts
120
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
52
AUM
$3.2M
HNW Individual Clients
15
AUM
$231.3M
Corporation or Business Clients
6
AUM
$5.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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