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Cogent Strategic Wealth LLC
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CRD # | 152715 |
SEC # | 801-110446 |
CIK # | |
AUM | $250.1 MM (2024-03-20) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 312-382-8388 |
Address | 77 West Wacker Drive Chicago, IL 60601 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 36 | 10.6 |
(b) Individuals (high net worth individuals) | 62 | 239.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 424 | 250.1 |
By Discretionary | ||
Discretionary | 424 | 250.1 |
Non-Discretionary | 0 | 0.0 |
Total | 424 | 250.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 250.1 | |
Total | 424 | 250.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Tidemark LLC
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|
CA | 0.3 |
Kensington Investment Counsel LLC
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|
CA | 0.3 |
Trademark Financial Management LLC
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|
MN | 0.3 |
Lee Johnson Capital Management LLC
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|
TX | 0.3 |
HFG Advisors Inc
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|
OH | 0.3 |
The Retirement GUYS Formula LLC
✚
|
OH | 0.3 |
Vaughan and Company Securities Inc
✚
|
NJ | 0.2 |
Fai Advisors Inc
✚
|
MI | 0.2 |
Royal Oak Financial Advisors LLC
✚
|
MI | 0.2 |
Three Seasons Wealth
✚
|
UT | 0.2 |