ICN Holding is a registered investment adviser that operates with a strong focus on regulatory compliance and cross‑border investment advisory. Legally domiciled in New York and registered at the state level, the firm’s current Form ADV lists it under CRD number 125761, with registration in New Jersey approved on 3 July 2023. The organization serves a broad client base that includes U.S. and non‑U.S. residents, reflecting its long‑standing international orientation.
Institutional background
The advisory business now associated with ICN Holding traces its origins to US International Consulting Network Corp. (USICN), formed in December 1996. Initially, USICN operated as a consulting firm, providing asset‑allocation recommendations to mostly non‑U.S. residents in international mutual funds and insurance programs through other brokers and agents.
In 2000, Worldwide Associates, Inc., a New York corporation, was created to provide life insurance solutions to non‑U.S. residents. USICN began offering financial planning services that included recommendations for insurance programs purchased through this subsidiary. Over time, rising demand for investment services led USICN to re‑profile as an investment consultant and subsequently as a regulated investment adviser.
Today, ICN Holding is reported as managing approximately $35.6 million in regulatory assets under management (AUM), with 797 client accounts. The majority of these assets are discretionary, with a smaller portion in non‑discretionary accounts, indicating an emphasis on ongoing portfolio management.RADiENTRADiENT. ICN HOLDING | Form ADV – Radient
Leadership of Igor Kokorine
Igor Forrest Kokorine is the key individual associated with ICN Holding and USICN. Form ADV and independent advisor profiles describe him as Chairman of the Board, Chief Financial Officer, and Chief Compliance Officer of USICN, and as a financial advisor at ICN Holding. He holds a Series 65 qualification and is registered as an investment adviser representative in New Jersey.getwarmer.com+1getwarmer.com. Igor Forrest Kokorine (ICN Holding) Advisor Review, Fees, Clients, Comparisonapp.getwarmer.com. Igor Kokorine, Series 65 in Freehold, NJ | Warmer
Public regulatory data indicate that Kokorine has been continuously involved with USICN since 1996 and that he has no disclosure events on record. In addition to his advisory role, he is a co‑owner of Worldwide Associates, Inc., which offers international health and life insurance to non‑U.S. residents, and he devotes part of his time to lecturing and seminar work at non‑U.S. institutions.getwarmer.com+2getwarmer.com. Igor Forrest Kokorine (ICN Holding) Advisor Review, Fees, Clients, Comparisonapp.getwarmer.com. Igor Kokorine, Series 65 in Freehold, NJ | Warmertrueadvisor.com. Igor Kokorine – Financial Advisor | TrueAdvisor
Regulatory framework and advisory approach
ICN Holding operates under the regulatory framework applicable to state‑registered investment advisers. Its Form ADV describes a fiduciary model that includes financial planning, discretionary and non‑discretionary portfolio management, and selection of other advisers where appropriate.
The firm’s advisory methodology combines fundamental and technical analysis. It may construct portfolios using approaches such as CANSLIM (associated with William O’Neil), exchange‑traded funds (ETFs), and, in some cases, Elliott Wave theory. Portfolios typically include diversified mutual funds, ETFs, and equities, with active trading and tactical cash adjustments used when consistent with client objectives and risk tolerance.RADiENT+2RADiENT. ICN HOLDING | Form ADV – Radientgetwarmer.com. Igor Forrest Kokorine (ICN Holding) Advisor Review, Fees, Clients, Comparisonapp.getwarmer.com. Igor Kokorine, Series 65 in Freehold, NJ | Warmer
Fee structures disclosed in public profiles and regulatory documents include fixed fees for financial planning and asset‑based fees for investment management, as well as commissions and performance‑based fees for certain non‑U.S. clients. Conflicts of interest related to insurance commissions and mutual fund fees are described in the firm’s brochure, with disclosure intended to support informed client decisions.RADiENT+1RADiENT. ICN HOLDING | Form ADV – Radientgetwarmer.com. Igor Forrest Kokorine (ICN Holding) Advisor Review, Fees, Clients, Comparison
International and cross‑border focus
A notable characteristic of ICN Holding and USICN is their focus on non‑U.S. residents and cross‑border investment. Regulatory and advisor‑profile sources consistently state that the firm primarily serves individual clients, including immigrants, high‑net‑worth investors, and corporate entities, many of whom reside outside the United States.
Through Worldwide Associates, Inc., Kokorine and his team provide life and health insurance programs tailored to international clients. These activities are disclosed as other business interests in regulatory filings, with time allocation and compensation structures described for transparency.
Educational seminars and workshops form part of the firm’s service offering, aimed at improving client understanding of investment risks, regulatory obligations, and the importance of verifying adviser information through official channels such as the SEC’s Investment Adviser Public Disclosure system.
Conclusion
Based on publicly available regulatory and advisor‑profile data, ICN Holding and its associated entity USICN represent a small, compliance‑oriented advisory practice with a long history of serving international clients. Igor Kokorine’s roles in investment advisory, insurance services, and education, combined with a clean disclosure record, define the firm’s current position in the international investment advisory landscape.
