KAGAN COCOZZA ASSET MANAGEMENT
  • KAGAN COCOZZA ASSET MANAGEMENT
  • KC ASSET MANAGEMENT, INC.

Adviser Profile

As of Date 12/01/2024
Registration status Registration Changed to KC ASSET MANAGEMENT, INC.
Contact Info 484 xxxxxxx
Websites
AUM* 130,630,000 22%
of that, discretionary 127,396,736 22%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 318,610 23%
% High Net Worth 24.19%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date09/01/2025 Form ADV-E View Report