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COGENTBLUE
4533 Papermill Drive
Suite 105
Knoxville, Tennessee 37909
Tel: 865-309-5892
About COGENTBLUE
COGENTBLUE, formally registered with the SEC as COGENTBLUE. The firm was established in 05/26/2022. They have over 1 offices throughout the country.
COGENTBLUE is a Knoxville, Tennessee based Financial Planning firm with nearly $625,792,706 assets under management, offering retirement planning & investment advisory services to 394 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312899 |
| SEC# | 801-125745 |
| Assets Managed by Firm | $625,792,706 |
| No. of Clients | 394 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 394 | $625,792,706 |
| Individuals (other than high net worth individuals) | 60 | $22,372,636 |
| High net worth individuals | 52 | $489,575,489 |
| Charitable organizations | 3 | $113,844,581 |
More Retirement Planning firms in Knoxville, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
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