Cognizant Wealth Advisors
Cognizant Wealth Advisors (CRD# 162374) is a financial advisory firm headquartered in Palo Alto, CA. They manage $9,300,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$232,500
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Arthur Green (CRD# 5344209) is an Investment Advisor Representative working at Cognizant Wealth Advisors in Palo Alto, CA and has over 10 years of experience in the finance industry.