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Cogent Strategic Wealth LLC

● SEC registered since 2017CRD 152715SEC# 801-110446Chicago, IL
Export (members)
Reg. AUM
$265.9M
Employees
4
Accounts
428
Location
Chicago, IL

Cogent Strategic Wealth LLC assets under management

Cogent Strategic Wealth LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2017. It reports $265.9 million in regulatory assets under management and employs 4 people.
www.facebook.com/cogentadvisorView on SEC.gov ↗

Cogent Strategic Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Kelly Marie Stanley ControlMember10-25%2021
Michael J. Evans ControlManaging Member/President & Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Cogent Strategic Wealth LLC manage?

Cogent Strategic Wealth LLC reports $265.9 million in regulatory assets under management on its Form ADV.

How many employees does Cogent Strategic Wealth LLC have?

Cogent Strategic Wealth LLC reports 4 employees.

Where is Cogent Strategic Wealth LLC located?

Cogent Strategic Wealth LLC is based in Chicago, IL and has been SEC-registered since 2017.

Does Cogent Strategic Wealth LLC disclose fund performance?

Cogent Strategic Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address77 West Wacker Drive, Suite 4500, Chicago, IL 60601
Phone312-382-8388
Fax312-382-8388
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$265.9M
Non-discretionary$0
Total (RAUM)$265.9M