THE KOCEN FINANCIAL GROUP, INC.
Tel: 760-324-4015 35900 Bob Hope Dr., Suite 202 Rancho Mirage, California 92270-1767
About 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
Firm CRD#:
112129
Firm SEC#:
801-64553
Assets Under Management:
$140,269,114
No. of Clients:
725
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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