Cogmentum, Inc. (CRD# 131219) is a financial advisory firm headquartered in , . They manage $13,200,000 in 21 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$628,571
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Robert Joerger (CRD# 2551973) is an Investment Advisor Representative working at Cogmentum, Inc. in Los Altos, CA and has over 14 years of experience in the finance industry.