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Building 2COGNIZANT WEALTH ADVISORS

Map pinPALO ALTO, CA
Phone650-209-4062
NotebookSEC #801-122365
Total AUM
$97.3M
Employees
2
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 LYTTON AVENUE
2ND FLOOR/SUITE 224
PALO ALTO
CA 94301
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
650-209-4062

ReceiptFinancials

Total AUM
$97.3M
Accounts
143
Discretionary
$97.3M
Accounts
143
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$4.1M
HNW Individual Clients
31
AUM
$93.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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