The Kocen Financial Group, Inc.
The Kocen Financial Group, Inc. (CRD# 112129) is a financial advisory firm headquartered in Rancho Mirage, CA. They manage $140,269,114 in 725 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management140MILLION
-
Total Number of Accounts725ACCOUNTS
-
Average Account Value$193,475
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, IL, MA, NY, PA, TX, VA
Bryan Kocen (CRD# 2119036) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 33 years of experience in the finance industry.
Joel Kocen (CRD# 1306954) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 37 years of experience in the finance industry.
John Wills (CRD# 6321945) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 5 years of experience in the finance industry.
Penny Houseman (CRD# 5760422) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 4 years of experience in the finance industry.
David Tsikman (CRD# 7419643) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 2 years of experience in the finance industry.