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Home > Retirement Planners > california > tarzana > MAREST CAPITAL, LLC
MAREST CAPITAL, LLC
18321 Ventura Blvd
Suite 330
Tarzana, California 91356
Tel: 818-216-4900
About MAREST CAPITAL, LLC
MAREST CAPITAL, LLC, formally registered with the SEC as MAREST CAPITAL, LLC. The firm was established in 03/14/2022. They have over 1 offices throughout the country.
MAREST CAPITAL, LLC is a Tarzana, California based Financial Planning firm with nearly $217,855,544 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315958 |
| SEC# | 801-123440 |
| Assets Managed by Firm | $217,855,544 |
| No. of Clients | 123 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 123 | $217,855,544 |
| Individuals (other than high net worth individuals) | 42 | $11,417,355 |
| High net worth individuals | 13 | $202,185,164 |
| Corporations or other businesses | 1 | $4,253,025 |
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