West Conshohocken, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Kagan Coccoza Asset Management
Supported
Firm-wide stats for Kagan Coccoza Asset Management
Total advisors
2Clients per advisor
70 HighAvg AUM per client
$1,189,899 HighHNW client ratio
37% HighAbout
Kagan Coccoza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high‑net‑worth clients as well as charitable organizations, managing approximately $165 million across a two‑advisor team and about 139 client accounts. The firm offers continuous portfolio monitoring, asset allocation and security selection, and provides investment advice for retirement accounts under applicable fiduciary rules.
The firm’s investment process emphasizes fundamental value analysis while also incorporating technical, charting and cyclical macroeconomic considerations to guide sector and security decisions; accounts are reviewed on a regular quarterly basis. Disclosures note the strategies may include small‑ and mid‑cap exposure, foreign and developing‑market investments, and can at times have higher turnover, with attendant market, liquidity and other risks.
Distinctive features include an affiliation with an independent law firm (Weitz Law Firm LLC), and principals who maintain industry roles that include broker‑dealer registration and insurance licensure — relationships the firm discloses as potential sources of commissions or referrals. The firm also requires use of its recommended custodian, maintains standing letters of authorization for third‑party transfers, and undergoes an annual surprise examination related to trustee/custody services, practices that are less common among similarly sized peers.
Based on Kagan Coccoza Asset Management
Location
200 Barr Harbor Drive, Suite 400
West Conshohocken PA 19428
Advisors at this office
2
Advisors at this office
Laurence K
Series 66
West Conshohocken, PA
Kagan Coccoza Asset Management
Laurence Kagan is a financial advisor at Kagan Coccoza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2010, with a brief period at Goldstein Law Group LLC from 2018 to 2022. Outside of his advisory role, he is involved in restaurant development through Free Hugs, LLC. Kagan Coccoza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm manages approximately $165 million across a two-advisor team, emphasizing fundamental value analysis alongside technical and macroeconomic considerations in its investment approach.
Michael C
Series 66
West Conshohocken, PA
Kagan Coccoza Asset Management
Michael Cocozza is a financial advisor at Kagan Cocozza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has been with the firm since 2010, serving as Co-President. Outside of his advisory role, he is involved in insurance sales and owns and manages personal real estate investments. Kagan Cocozza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm’s investment approach combines fundamental value analysis with technical, charting, and cyclical macroeconomic factors, offering continuous portfolio monitoring and regular account reviews.
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