Overview
Assets Under Management: $250 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 62
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.26
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 424
Discretionary Accounts: 424
Regulatory Filings
CRD Number: 152715
Last Filing Date: 2024-03-20 00:00:00
Website: https://cogentsw.com