Cogent Independent Advisors, Inc.
Cogent Independent Advisors, Inc. (CRD# 161659) is a financial advisory firm headquartered in Parker, CO. They manage $14,000,000 in 115 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts115ACCOUNTS
Average Account Value$121,739
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Deborah Ellis (CRD# 3203427) is an Investment Advisor Representative working at Cogent Independent Advisors, Inc. in Parker, CO and has over 5 years of experience in the finance industry.
Kristopher Schnell (CRD# 4820715) is an Investment Advisor Representative working at Cogent Independent Advisors, Inc. in Thousand Oaks, CA and has over 11 years of experience in the finance industry.