THE KOCEN FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$185,854,186
Discretionary
$185,854,186
Non-discretionary
$0
Firm details
- CRD number
- 112129
- SEC file number
- 801-64553
- Main office
- RANCHO MIRAGE, CA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.KFGINC.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.