COGENT STRATEGIC WEALTH LLC

77 West Wacker Drive
Suite 4500
Chicago, Illinois 60601
Tel: 312-382-8388

About COGENT STRATEGIC WEALTH LLC

COGENT STRATEGIC WEALTH LLC, formally registered with the SEC as COGENT STRATEGIC WEALTH LLC. The firm was established in 04/17/2017. They have over 2 offices throughout the country.

COGENT STRATEGIC WEALTH LLC is a Chicago, Illinois based Financial Planning firm with nearly $250,140,536 assets under management, offering retirement planning & investment advisory services to 424 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152715
SEC#	801-110446
Assets Managed by Firm	$250,140,536
No. of Clients	424
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	424	$250,140,536
Individuals (other than high net worth individuals)	36	$10,567,815
High net worth individuals	62	$239,572,721

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