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Kagan Cocozza Asset Management

EST. AUM
$165,395,938

CONTACTS
2

CLIENT ACCOUNTS
419

Firm Details

Metro area Philadelphia
CRD Number 154321
Website kagancocozza.com
Client types

Overview

Kagan Cocozza Asset Management (KCAM) is a registered investment advisor based in Philadelphia, PA, serving clients throughout the United States. The firm provides investment management services to individuals, trusts, foundations, and institutional clients. KCAM focuses on risk management and utilizes a structured approach to portfolio construction. Its investment strategies include allocations across cash, fixed income, and equity markets, tailored to align with clients' financial objectives.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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