Cognitiant

Cognitiant (CRD# 152295) is a financial advisory firm headquartered in Portland, OR. They manage $19,800,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $618,750
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
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
5575 Mckillican Lane, West Linn, OR 97068

William Campbell (CRD# 2910310) is an Investment Advisor Representative working at Cognitiant in West Linn, OR and has over 26 years of experience in the finance industry.

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