Kagan Cocozza Asset Management
Kagan Cocozza Asset Management is an SEC-registered wealth manager with $165.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Kagan Cocozza Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154321, SEC 801-131547, data through 2026-01-21.
- AUM (assets under management / regulatory AUM)
- $165.4M (2026-01-21)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 139
- CRD
- 154321
- Ownership
- KAGAN, LAURENCE, MICHAEL; COCOZZA, MICHAEL, TIMOTHY
How much AUM does Kagan Cocozza Asset Management have?
Kagan Cocozza Asset Management reported $165.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-21).
Who owns Kagan Cocozza Asset Management?
Disclosed owners and executives of Kagan Cocozza Asset Management include KAGAN, LAURENCE, MICHAEL, COCOZZA, MICHAEL, TIMOTHY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.