Cognitiant

Cognitiant (CRD# 152295) is a financial advisory firm headquartered in Portland, OR. They manage $10,000,000 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $109,890
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Cognitiant
Showing 1 - 1 of 1 top financial advisors.
1
William W. Campbell
CRD#: 2910310
10260 Sw Greenburg, Suite 400, Portland, OR 97223
93
Wealthminder
score

William Campbell (CRD# 2910310) is an Investment Advisor Representative working at Cognitiant in Portland, OR and has over 19 years of experience in the finance industry.

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