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THE KOCEN FINANCIAL GROUP, INC.

Tel: 760-324-4015
35900 Bob Hope Dr., Suite 202
Rancho Mirage, California  92270-1767

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THE KOCEN FINANCIAL GROUP, INC.

THE KOCEN FINANCIAL GROUP, INC. is a Rancho Mirage, California based financial advisory firm with nearly $140,269,114 in assets under management and provides investment advisory services for 725 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

112129

SEC#:

801-64553

No. of Clients:

725

Assets under Management

$140,269,114

No. of Advisors:

5

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