Overview
Assets Under Management: $218 million
Headquarters: TARZANA, CA
High-Net-Worth Clients: 13
Average Client Assets: $16 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.81
Average High-Net-Worth Client Assets: $16 million
Total Client Accounts: 123
Discretionary Accounts: 123
Regulatory Filings
CRD Number: 315958
Last Filing Date: 2025-02-07 00:00:00
Website: https://www.facebook.com/MarestCapital