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KOSMIN WEALTH MANAGEMENT
MDOGG INC
CRD 298138
23811 CHAGRIN BLVD, SUITE 100, BEACHWOOD, OH, 44122, United States
Phone
216-595-1995
Fax
216-595-1992
Registration
— (—)
Source
State registered
Total AUM
$17.6M
Discretionary AUM
$15.2M
Team
4 total employees; 1 advisory reps; 84 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $11.6M |
| High net worth individuals | 16 | $6.0M |
Official SEC filing: View on IAPD