The Kocen Financial Group, Inc.

CRD 112129 · Rancho Mirage, CA · $185.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 112129
SEC number: 801-64553
Firm type: RIA
Assets under management: $185.9M as of Mar 31, 2026
Website: www.kfginc.com ↗
Phone: 760-324-4015
Address: 35900 Bob Hope Dr., Suite 202, Rancho Mirage, CA, 92270-1767

Advisors at this firm

5 in our index · page 1 of 1

Penny Jacqueline HousemanCRD 5760422 · Rancho Mirage, CA

IA Registered
Bryan Stuart KocenCRD 2119036 · Rancho Mirage, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Joel Evan KocenCRD 1306954 · Rancho Mirage, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
David TsikmanCRD 7419643 · Rancho Mirage, CA

IA RegisteredRegistration inactive
John Bartholomew WillsCRD 6321945 · Rancho Mirage, CA

IA Registered

Source & corrections

Where this page comes from

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