Cozzene Advisors Inc.

Overview

Cozzene Advisors Inc. is organized as a corporation and is individually owned. The firm functions primarily as a capital allocator and identifies investments by selecting other advisers rather than running a large in-house discretionary platform. Its regulatory registration year is not recorded in the available data, and the firm is classified as unclassified in the dataset. Fee arrangements are listed as “other,” and the firm is not flagged as an active ESG investor. It does not operate as a multi-state adviser, is not listed as a newly formed adviser, and the record does not identify it as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives