Overview
Assets Under Management: $165 million
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
KAGAN COCOZZA ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154321), KAGAN COCOZZA ASSET MANAGEMENT is subject to fiduciary duty under federal law.
KAGAN COCOZZA ASSET MANAGEMENT serves 51 high-net-worth clients according to their SEC filing dated January 21, 2026. View client details ↓
According to their SEC Form ADV, KAGAN COCOZZA ASSET MANAGEMENT offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
KAGAN COCOZZA ASSET MANAGEMENT manages $165 million in client assets according to their SEC filing dated January 21, 2026.
According to their SEC Form ADV, KAGAN COCOZZA ASSET MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 419
Discretionary Accounts: 419
Regulatory Filings
CRD Number: 154321
Filing ID: 2041524
Last Filing Date: 2026-01-21 15:37:13