Kagan Cocozza Asset Management

Kagan Cocozza Asset Management (CRD# 154321) is a financial advisory firm headquartered in , . They manage $61,393,023 in 263 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $233,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Kagan Cocozza Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Michael T. Cocozza
CRD#: 5305966
200 Barr Harbor Drive, Suite 400, West Conshohocken, PA 19428
93
Wealthminder
score

Michael Cocozza (CRD# 5305966) is an Investment Advisor Representative working at Kagan Cocozza Asset Management in West Conshohocken, PA and has over 9 years of experience in the finance industry.

2
Laurence M. Kagan
CRD#: 5298126
200 Barr Harbor Drive, Ste., West Conshohocken, PA 19428
93
Wealthminder
score

Laurence Kagan (CRD# 5298126) is an Investment Advisor Representative working at Kagan Cocozza Asset Management in West Conshohocken, PA and has over 9 years of experience in the finance industry.

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