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Wealth Manager • Rancho Mirage, United States

Kocen Financial Group

Kocen Financial Group is a wealth manager based in Rancho Mirage, United States, founded in 1991. Verified contact details, AUM data, and investment preferences on FindLPs.

$120M
Assets Under Mgmt
1991
Year Founded
Wealth Manager
Investor Type
Rancho Mirage, United States
Headquarters
About

Kocen Financial Group

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Investment Focus

What Kocen Financial Group Invests In

Preferred geographies: North America

Location: 35-900 Bob Hope Drive Suite 202

Contact Kocen Financial Group

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.