Kagan Cocozza Asset Management

Kagan Cocozza Asset Management (CRD# 154321) is a financial advisory firm headquartered in Mullica Hill, NJ. They manage $106,662,811 in 411 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
408 Swedesboro Rd, Suite B, Mullica Hill, NJ 08062
http://www.kagancocozza.com
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $259,520
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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 Cocozza, financial advisor West Conshohocken PA
Michael T. Cocozza
CRD#: 5305966
200 Barr Harbor Drive, Suite 400, West Conshohocken, PA 19428

Michael Cocozza (CRD# 5305966) is an Investment Advisor Representative working at Kagan Cocozza Asset Management in West Conshohocken, PA and has over 17 years of experience in the finance industry.

2
Laurence Kagan, financial advisor West Conshohocken PA
Laurence M. Kagan
CRD#: 5298126
200 Barr Harbor Drive, Ste., West Conshohocken, PA 19428

Laurence Kagan (CRD# 5298126) is an Investment Advisor Representative working at Kagan Cocozza Asset Management in West Conshohocken, PA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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