Benjamin Adam Kopen

Kcd Financial, INC.

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Kcd Financial, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

35 advisors

Number of Clients

1,145 clients

Average Client Portfolio

$159K average

Assets Under Management

$182.6M

Fee Structure

Minimum Investment:$25K

Location

700 S. Rosemary Ave, Suite 204, West Palm Beach, FL, 33401

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Kcd Financial, INC.

March 2025 - Present · 11 mos

Kcd Financial, INC.Broker

February 2025 - Present · 1 yr

State Registrations9 states

COFLMDNCNJNMNVTNTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.