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Cogent Private Wealth, Inc.

EST. AUM
$250,272,040

CONTACTS
4

CLIENT ACCOUNTS
264

Firm Details

Metro area Orlando
CRD Number 319092
Website cogentprivatewealth.com
Client types

Overview

Cogent Private Wealth is an innovative boutique advisory firm offering comprehensive financial planning and investment management services. Cogent Private Wealth is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission. Cogent Private Wealth team work with individuals to gain a deep understanding of their goals and lifestyle. That knowledge helps them build and implement personalized plans encompassing the full spectrum of financial planning concepts, including income and retirement planning, tax planning, estate planning, investment management, insurance, education planning, and business ownership.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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