Overview
Assets Under Management: $140 million
Headquarters: RANCHO MIRAGE, CA
High-Net-Worth Clients: 86
Average Client Assets: $1 million
Frequently Asked Questions
THE KOCEN FINANCIAL GROUP, INC. 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 #112129), THE KOCEN FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
THE KOCEN FINANCIAL GROUP, INC. is headquartered in RANCHO MIRAGE, CA.
THE KOCEN FINANCIAL GROUP, INC. serves 86 high-net-worth clients according to their SEC filing dated December 17, 2024. View client details ↓
According to their SEC Form ADV, THE KOCEN FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
THE KOCEN FINANCIAL GROUP, INC. manages $140 million in client assets according to their SEC filing dated December 17, 2024.
According to their SEC Form ADV, THE KOCEN FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.43
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 725
Discretionary Accounts: 725
Regulatory Filings
CRD Number: 112129
Last Filing Date: 2024-12-17 00:00:00
Website: https://kfginc.com