David
Tsikman
The Kocen Financial Group, Inc
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About this Advisor
David Tsikman is a financial advisor based out of Rancho Mirage, California who has 2 years of relevant experience. Tsikman currently works for The Kocen Financial Group, Inc. The advisor has gained experience at Glean Management Lp, Orthodox Union, West Coast Talmudical Seminary, Financial Goal Securities, Inc, Miracle Mile Cpa, Yeshiva Ohr Elchonon Chabad and Kocen Financial Group. Tsikman has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. The Kocen Financial Group, Inc is a registered investment company operating out of Rancho Mirage, CA. It manages $123 million in total assets across its 726 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 726 accounts, 35% belong to high-net-worth clients who have at least $1 million in assets. The Kocen Financial Group, Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by The Kocen Financial Group, Inc can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Kocen Financial Group, Inc Brokerage Details
$122,505,618
8
726
$168,741
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Tsikman Work History
David has been registered as a financial advisor for 2 years.*
Financial Goal Securities, Inc
Kocen Financial Group
Glean Management Lp
Glean Management Lp
Orthodox Union
Miracle Mile Cpa
West Coast Talmudical Seminary
Yeshiva Ohr Elchonon Chabad
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Tsikman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Kocen Financial Group, Inc
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
Rancho Mirage, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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