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Building 2COGENT STRATEGIC WEALTH LLC

Map pinCHICAGO, IL
Phone312-382-8388
NotebookSEC #801-110446
Total AUM
$336M
Employees
4
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
77 WEST WACKER DRIVE
SUITE 4500
CHICAGO
IL 60601
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
312-382-8388
Other Offices
1

ReceiptFinancials

Total AUM
$336M
Accounts
446
Discretionary
$336M
Accounts
446
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$6.2M
HNW Individual Clients
73
AUM
$329.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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