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President, CEO, Director, CCO · Envision Capital Management Inc

Marilyn M. Cohen

CRD 860876 · Named on Form ADV at one SEC-registered adviser

At a glance

Envision Capital Management Inc, an SEC-registered wealth manager with $334 million in regulatory assets, lists Marilyn M. Cohen on its Form ADV as President, CEO, Director, CCO, a control person.

Firms and roles

AtlasMembers

Marilyn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marilyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.