|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cogent Strategic Wealth LLC
✚
|
|
|---|---|
| CRD # | 152715 |
| SEC # | 801-110446 |
| CIK # | |
| AUM | $265.9 M (2025-03-19) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 312-382-8388 |
| Address | 77 West Wacker Drive Chicago, IL 60601 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 12.6 |
| (b) Individuals (high net worth individuals) | 62 | 253.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 428 | 265.9 |
| By Discretionary | ||
| Discretionary | 428 | 265.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 428 | 265.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.9 | |
| Total | 428 | 265.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dunbar Associates LLC
✚
|
CT | 0.3 |
|
Accretive Wealth Management LLC
✚
|
CA | 0.3 |
|
Carpenter Claydon Advisors Inc
✚
|
FL | 0.3 |
|
Spectrum Financial Inc
✚
|
VA | 0.3 |
|
Orchid Advisory LLC
✚
|
TX | 0.3 |
|
Aurelius Family Office LLC
✚
|
NH | 0.3 |
|
Broadway Wealth Solutions Inc
✚
|
TX | 0.3 |
|
Redemption Capital Partners LLC
✚
|
TX | 0.3 |
|
Lantern Wealth Advisors LLC
✚
|
NY | 0.3 |
|
Total Solutions Enterprise LLC
✚
|
0.3 |