Alexandre
Cohen

Heights LLC

CRD#4813412
Investment Advisor
in Los Angeles, CA

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About this Advisor

Alexandre Cohen is a financial advisor based in Los Angeles, California, working with Heights LLC. Alexandre has previously held positions at Msa Advisors, LLC, Msa Securities, LLC, Hollister Associates, LLC, Cavu Ventures, Main Street Advisors, and Heights LLC. Alexandre has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Alexandre is part of Heights LLC, which operates out of Los Angeles, California. The firm has 2 employees and manages assets totaling $192.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Heights LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

11111 Santa Monica Blvd Suite 2100
Los Angeles, CA 90025

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Heights LLC Brokerage Details

Total Assets Under Management

$192,732,567

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

9

CA Average: 3,727
Average Account Size

$21,414,730

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Alexandre Cohen Work History

2021 - Present (3 years)

Heights LLC

2020 - Present (4 years)

Cavu Ventures

2021 - 2023 (2 years)

Hollister Associates, LLC

2009 - 2020 (11 years)

Msa Securities, LLC

2007 - 2020 (13 years)

Msa Advisors, LLC

2007 - 2020 (13 years)

Main Street Advisors

Disclosures

Please visit the SEC profile of Alexandre Cohen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Heights LLC

Alexandre Cohen
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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