Overview
Assets Under Management: $250 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 62
Average Client Assets: $4 million
Frequently Asked Questions
COGENT STRATEGIC WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152715), COGENT STRATEGIC WEALTH LLC is subject to fiduciary duty under federal law.
COGENT STRATEGIC WEALTH LLC is headquartered in CHICAGO, IL.
COGENT STRATEGIC WEALTH LLC serves 62 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, COGENT STRATEGIC WEALTH LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
COGENT STRATEGIC WEALTH LLC manages $250 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, COGENT STRATEGIC WEALTH LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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