Mark
Cohen

Westside Investment Management, Inc

CRD#1410342
Investment Advisor
in Santa Monica, CA

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About this Advisor

Mark Cohen is a financial advisor operating out of Santa Monica, California, who has been in the financial industry for 11 years. Cohen is currently employed by Westside Investment Management, Inc. Throughout their career, they have worked at Lpl Financial, LLC and Westside Investment Management, LLC. Cohen maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Westside Investment Management, Inc is an advisory firm based out of Santa Monica, California. The investment advisory business has offices in two locations and a total of eight financial advisors. It manages $627 million in total assets across its 1,053 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,053 accounts, 23% belong to high-net-worth clients who have more than $1 million in investable assets. The firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules are based on which services the firm provides the client. Fee types charged by Westside Investment Management, Inc can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2444 Wilshire Boulevard Suite 303
Santa Monica, CA 90403

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Westside Investment Management, Inc Brokerage Details

Total Assets Under Management

$626,897,512

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

8

CA Average: 43
Total Number of Accounts

1,053

CA Average: 3,727
Average Account Size

$595,344

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mark Cohen Work History

Mark has 11 years of experience.

2010 - Present (11 years)

Westside Investment Management, LLC

2009 - Present (12 years)

Lpl Financial, LLC

Disclosures

Mark Cohen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Westside Investment Management, Inc

Mark Cohen
Santa Monica, CA
Walter O'Brien
Kahului, HI
Sky Rylant
Oklahoma City, OK
David Clark
Oklahoma City, OK
Vetea Ribet
Santa Monica, CA
James Frawley
Santa Monica, CA
Sienna Yoshida
Kahului, HI
Noah Cornish
Oklahoma City, OK

This content was compiled from the SEC and FINRA.

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