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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2006
- Office Locations
- 2
Office Locations
About ICN Holding
ICN HOLDING is an investment advisory firm based in Freehold, NJ, serving retail and institutional clients with portfolio management and financial planning, including tax and insurance planning. Its SMA allocations are primarily ETFs, complemented by public funds, with additional exposure themes including alternatives and cryptocurrency. The firm custodians with Interactive Brokers and operates offices in NJ and Brooklyn, NY.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
IGOR FORREST KOKORINE
Chairman Of The Board, Chief Compliance Officer, Chief Financial Officer, President
- CRD
- #4683398
- Ownership
- 75% or more
NADEZDA KOKORINA
Chief Executive Officer, President
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,333,202 | -- |
| Non-Discretionary | $2,301,079 | -- |
| Total | $35,634,281 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,634,281
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,129,238,800 | 50.4% |
| Public Funds | $4,063,695,326 | 49.6% |
| Total | $8,192,934,126 | 100.0% |