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Building 2COGENT PRIVATE WEALTH

Map pinORLANDO, FL
Phone(407) 887-4965
NotebookSEC #801-132819
Total AUM
$250.3M
Employees
8
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 S. ORANGE AVE.
SUITE 825
ORLANDO
FL 32801
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(407) 887-4965
Other Offices
1

ReceiptFinancials

Total AUM
$250.3M
Accounts
264
Discretionary
$219.6M
Accounts
249
Non-Discretionary
$30.6M
Accounts
15

ContactClients

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Individual Clients
38
AUM
$23.7M
HNW Individual Clients
47
AUM
$166.8M
Pension/Profit Sharing Plan Clients
14
AUM
$32.7M
Charitable Organization Clients
6
AUM
$8M
Corporation or Business Clients
5
AUM
$19.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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

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