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Building 2COGENT INDEPENDENT ADVISORS, INC.

Map pin
Phone9042988282
NotebookSEC #801-135773
Total AUM
$112.4M
Employees
6
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
9042988282
Other Offices
3

ReceiptFinancials

Total AUM
$112.4M
Accounts
447
Discretionary
$112.4M
Accounts
447
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
148
AUM
$17.2M
HNW Individual Clients
90
AUM
$95.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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