Cogent Strategic Wealth LLC
Cogent Strategic Wealth LLC (CRD# 152715) is a financial advisory firm headquartered in Chicago, IL. They manage $250,140,536 in 424 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management250MILLION
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Total Number of Accounts424ACCOUNTS
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Average Account Value$589,954
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, UT
Financial Advisors at Cogent Strategic Wealth LLC
1
Michael Evans (CRD# 5751636) is an Investment Advisor Representative working at Cogent Strategic Wealth LLC in Chicago, IL and has over 14 years of experience in the finance industry.
2
Kelly Stanley (CRD# 5582143) is an Investment Advisor Representative working at Cogent Strategic Wealth LLC in Chicago, IL and has over 15 years of experience in the finance industry.
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