THE KOCEN FINANCIAL GROUP, INC.

RANCHO MIRAGE, California·3 registered advisors·CRD# 112129
SEC# 801-645530760-324-4015
01

Firm Overview

AUM
$140M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE KOCEN FINANCIAL GROUP, INC.

3 registered advisors
Bryan Stuart Kocen
RANCHO MIRAGE, California
David Tsikman
RANCHO MIRAGE, California
Gail Gordon Kocen
RANCHO MIRAGE, California
05

Office Locations

RANCHO MIRAGE, California
3 advisors

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Data sourced from SEC Form ADV filings. THE KOCEN FINANCIAL GROUP, INC. (CRD# 112129) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.