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Home > Retirement Planners > california > monterey > DISTRIBUTION COGNIZANT, LLC
DISTRIBUTION COGNIZANT, LLC
288 Pearl St
Suite 304
Monterey, California 93940
Tel: 202-415-6325
About DISTRIBUTION COGNIZANT, LLC
DISTRIBUTION COGNIZANT, LLC, formally registered with the SEC as DISTRIBUTION COGNIZANT, LLC. The firm was established in 07/14/2022. They have over 1 offices throughout the country.
DISTRIBUTION COGNIZANT, LLC is a Monterey, California based Financial Planning firm with nearly $3,723,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322048 |
| SEC# | 801-126083 |
| Assets Managed by Firm | $3,723,000 |
| No. of Clients | 1 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $3,723,000 |
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