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| Happy Holidays!! thanks for using AUM13F!! |
| The Kocen Financial Group Inc
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|---|---|
| CRD # | 112129 |
| SEC # | 801-64553 |
| CIK # | |
| AUM | $163.4 M (2025-03-19) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 760-324-4015 |
| Address | 35900 Bob Hope Dr, Suite 202 Rancho Mirage, CA 92270-1767 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 27.9 |
| (b) Individuals (high net worth individuals) | 86 | 123.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 11.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 721 | 163.4 |
| By Discretionary | ||
| Discretionary | 721 | 163.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 721 | 163.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.4 | |
| Total | 721 | 163.4 |
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|---|---|---|
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PrairieView Wealth Partners LLC
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IL | 0.2 |
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IL | 0.2 |
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MD | 0.2 |
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Silverpeak Wealth Advisors LLC
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CO | 0.2 |
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SFG Wealth Advisors LLC
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FL | 0.2 |
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CA | 0.2 |
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Four Tree Island Advisory LLC
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NH | 0.2 |
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Stonecreek Private Wealth LLC
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0.2 | |
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REI Wealth Management LLC
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0.2 |