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Building 2KAGAN COCOZZA ASSET MANAGEMENT

Map pin
Phone484-334-8201
NotebookSEC #801-131547
Total AUM
$165.4M
Employees
2
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
484-334-8201
Other Offices
2

ReceiptFinancials

Total AUM
$165.4M
Accounts
419
Discretionary
$165.4M
Accounts
419
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
88
AUM
$41.3M
HNW Individual Clients
51
AUM
$124.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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