The Kocen Financial Group Inc
Legal Name: THE KOCEN FINANCIAL GROUP, INC.
35900 BOB HOPE DR., SUITE 202, RANCHO MIRAGE, CA
760-324-4015
http://www.heritage-wm.com
Frequently Asked Questions (FAQ)
Full Contact Details
The Kocen Financial Group Inc
35900 BOB HOPE DR., SUITE 202, RANCHO MIRAGE, CA
760-324-4015
760-324-4301
Other Info
The Kocen Financial Group, Inc. is a CA Corporation that primarily employs 7 advisors. The number of clients served is unspecified, but the firm is listed as Approved by the U.S. Securities and Exchange Commission, with a registration date of July 21, 2005.
A Registered Investment Advisor | The Kocen Financial Group, Inc.
The Kocen Financial Group, Inc. A Registered Investment Adviser, is a comprehensive financial planning, investment management, and financial consulting firm.
Direct Owners
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BRYAN STUART KOCEN
PRESIDENT/CHIEF COMPLIANCE OFFICER owns less than 5%
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THE KOCEN LIVING TRUST, U/A DATED DECEMBER 18, 2018
OWNER owns 75% or more
Indirect Owners
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BRYAN STUART KOCEN
TRUSTEE