Kagan Cocozza Asset Management
Kagan Cocozza Asset Management (CRD# 154321) is a financial advisory firm headquartered in , . They manage $70,675,985 in 238 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management71MILLION
Total Number of Accounts238ACCOUNTS
Average Account Value$296,958
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Michael Cocozza (CRD# 5305966) is an Investment Advisor Representative working at Kagan Cocozza Asset Management in West Conshohocken, PA and has over 11 years of experience in the finance industry.
Laurence Kagan (CRD# 5298126) is an Investment Advisor Representative working at Kagan Cocozza Asset Management in West Conshohocken, PA and has over 10 years of experience in the finance industry.