Cogent Independent Advisors, Inc.
Cogent Independent Advisors, Inc. (CRD# 161659) is a financial advisory firm headquartered in Parker, CO. They manage $67,606,486 in 155 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Cogent Independent Advisors, Inc.
By the Numbers
-
Total Assets Under Management68MILLION
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$436,171
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, HI
Financial Advisors at Cogent Independent Advisors, Inc.
1
Kristopher Schnell (CRD# 4820715) is an Investment Advisor Representative working at Cogent Independent Advisors, Inc. in Parker, CO and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.