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Igor Forrest Kokorine

ICN Holding

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About Igor Forrest Kokorine

Igor Kokorine is an Investment Advisor Representative at ICN Holding, a firm registered with the state of New Jersey. Igor has been in the industry since December 1996, and is also registered as an Investment Advisor Representative in New Jersey. Igor holds the Series 65 license. Igor also has other business interests, including co-ownership of Worldwide Associates, Inc., a company that provides international health and life insurance services to non-US residents, and Bridge 21 LLC, a family holding and computer programming company. Igor also serves as a lector/professor for corporations and participates in seminars and conferences as a lector and professor in non-US colleges.

Firm Information

Igor Kokorine is currently registered with ICN Holding. ICN Holding is an investment advisor registered with the SEC and has been in business for over 30 years. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. ICN Holding manages approximately $37.5 million in assets for 846 accounts. The firm primarily serves individuals and businesses, with a focus on high-net-worth individuals and pension and profit-sharing plans.

$37.53M

Assets Under Management

50

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

For non-u.s. clients, receive % of front load from invest co.

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Igor Kokorine’s Registration & Firm History

NY

07/03/2023 - Present

ICN Holding (BROOKLYN NY)

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Licenses & Designations

IA

Issued 05/11/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Igor Forrest Kokorine.
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