Kagan Cocozza Asset Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

200 Barr Harbor Dr Ste 400, Conshohocken...

Phone Number

(484) 334-8200

Revenue

$6.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Kagan Cocozza Asset Management

Kagan Cocozza is a Registered Investment Advisor based in Mullica Hill, NJ, and Philadelphia, PA, providing tailored investment advice and financial planning services across the United States. The firm specializes in IRA rollovers, 401(k) management, and comprehensive wealth management solutions. Their target clients include individuals seeking personalized financial guidance to enhance their investment strategies. Kagan Cocozza emphasizes the importance of informed decision-making and collaboration with financial professionals.Explore more
Kagan Cocozza Asset Management's Social MediaPopular SearchesKagan Cocozza Asset ManagementCocozza Asset ManagementKagan CocozzaKC Asset Management, Inc dKaganCocozzaAssetManagement xts 5B0SIC Code 62,628NAICS Code 52,523Show more

Kagan Cocozza Asset Management Org Chart

PhoneEmail
BC
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Manager, Marketing

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PhoneEmail
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Compare Similar Companies to Kagan Cocozza Asset Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kagan Cocozza Asset Manag...

$6.5M
1-10
Private
-
2010
BC
Brooke CocozzaManager, Marketing
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
DS
Darren SchneckFinancial Advisor
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2006
HC
Hope CanniffFinancial Planner
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kagan Cocozza Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kagan Cocozza Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kagan Cocozza Asset Management.

Kagan Cocozza Asset Management Tech Stack

A closer look at the technologies used by Kagan Cocozza Asset Management

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Frequently Asked Questions Regarding Kagan Cocozza Asset Management

What is Kagan Cocozza Asset Management's official website?
Kagan Cocozza Asset Management's official website is www.kagancocozza.com
What is Kagan Cocozza Asset Management's Revenue?
Kagan Cocozza Asset Management's revenue is $6.5 Million
What is Kagan Cocozza Asset Management's SIC code?
Kagan Cocozza Asset Management's SIC: 62,628
What is Kagan Cocozza Asset Management's NAICS code?
Kagan Cocozza Asset Management's NAICS: 52,523
How many employees does Kagan Cocozza Asset Management have?
Kagan Cocozza Asset Management has 1-10 employees
What industry does Kagan Cocozza Asset Management belong to?
Kagan Cocozza Asset Management is in the industry of: Finance, Securities Trading
What is Kagan Cocozza Asset Management competition?
Kagan Cocozza Asset Management top competitors include: Diversified Wealth Management Solutions, Stockade Wealth Management, Advanced Portfolio Design, Pacific Coast Wealth Management
What technology does Kagan Cocozza Asset Management use?
Some of the popular technologies that Kagan Cocozza Asset Management uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Wix
How do I contact Kagan Cocozza Asset Management?
Kagan Cocozza Asset Management contact info: Phone number: (484) 334-8200 Website: www.kagancocozza.com
What does Kagan Cocozza Asset Management do?

Kagan Cocozza is a Registered Investment Advisor based in Mullica Hill, NJ, and Philadelphia, PA, providing tailored investment advice and financial planning services across the United States. The firm specializes in IRA rollovers, 401(k) management, and comprehensive wealth management solutions. Their target clients include individuals seeking per... sonalized financial guidance to enhance their investment strategies. Kagan Cocozza emphasizes the importance of informed decision-making and collaboration with financial professionals.Read More

What are Kagan Cocozza Asset Management social media links?
Kagan Cocozza Asset Management Linkedin page Kagan Cocozza Asset Management Facebook page
Is Kagan Cocozza Asset Management a public company?
Kagan Cocozza Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Kagan Cocozza Asset Management

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