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KAGAN COCOZZA ASSET MANAGEMENT
484-334-8201
SEC #801-71635Total AUM
$38.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
484-334-8201
Financials
Total AUM
$38.5M
Accounts
189Discretionary
$36.8M
Accounts
188Non-Discretionary
$1.7M
Accounts
1
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NJPA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.