SF
Soleyman Forouzan
COGENT CAPITAL GROUP
Marina Del Rey, CA
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CRD#: 4630951
SF
Professional summary
Soleyman Forouzan is a registered financial advisor currently at COGENT CAPITAL GROUP located in Marina Del Rey, California.
Soleyman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Soleyman has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MIND SPAN INC. PROVIDES COMMERCIAL PROPERTY MANAGEMENT SERVICES. AMOUNT OF TIME SPENT IS HIGHLY VARIABLE, Non Invetsment-related.
Forouzan Brothers LP, owns commercial real estate, non-investment related, minimal hours spent on this business.
CRS (Client Relationship Summary) - RIA
Click below to view Soleyman Forouzan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 22, 2003 - Present
COGENT CAPITAL GROUP
RIA
CRD#: 125163
Marina Del Rey, CA
Past
May 22, 2003 - December 31, 2016
COGENT CAPITAL GROUP
RIA
CRD#: 125163
Marina Del Rey, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/10/2017)
IAR
Texas(5/22/2003)
Exams
Current Firm
CC
COGENT CAPITAL GROUP
COGENT CAPITAL GROUP | MIND SPAN, INC.
CRD#: 125163 / SEC#:
California
Registered Investment Advisory firm - (1/10/2017 Approved)Texas
Registered Investment Advisory firm - (5/22/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Marina Del Rey, CA
Mailing Address
Phone number
(310) 775-2473
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 76,233,002 |
Red Flags
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