Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > rancho mirage > THE KOCEN FINANCIAL GROUP, INC.
THE KOCEN FINANCIAL GROUP, INC.
35900 Bob Hope Dr., Suite 202
Rancho Mirage, California 92270-1767
Tel: 760-324-4015
About THE KOCEN FINANCIAL GROUP, INC.
THE KOCEN FINANCIAL GROUP, INC, formally registered with the SEC as THE KOCEN FINANCIAL GROUP, INC. The firm was established in 07/21/2005. They have over 1 offices throughout the country.
THE KOCEN FINANCIAL GROUP, INC. is a Rancho Mirage, California based Financial Planning firm with nearly $140,269,114 assets under management, offering retirement planning & investment advisory services to 725 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112129 |
| SEC# | 801-64553 |
| Assets Managed by Firm | $140,269,114 |
| No. of Clients | 725 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 725 | $140,269,114 |
| Individuals (other than high net worth individuals) | 130 | $24,031,818 |
| High net worth individuals | 87 | $105,691,567 |
| Pension and profit sharing plans | 8 | $10,113,985 |
| Corporations or other businesses | Fewer than 5 clients | $431,744 |
More Retirement Planning firms in Rancho Mirage, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Rancho Mirage, California