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COCOZZA FINANCIAL PLANNING, LTD.

CRD 117316

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 25 broker-dealer reps

Clients

26-50

Fees

Hourly charges

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

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Services

Financial planningSelection of other advisers

Client types

TypeClientsAUM
Individuals25$0

Official SEC filing: View on IAPD