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Cogentblue Wealth Advisors, LLC

EST. AUM
$606,032,219

CONTACTS
2

CLIENT ACCOUNTS
418

Firm Details

Metro area Knoxville
CRD Number 312899
Website cogentbluewealth.com
Client types

Overview

CogentBlue employs a values-based approach to planning and investing, developing and implementing unique plans tailored to meet each client's expectations and goals. Each plan includes monthly reporting, regular reviews, and ongoing disciplined cross-checks to ensure alignment with clients' interests and preferences, and to meet their goals and needs. CogentBlue is committed to providing an exceptional client experience through proactive communication, thought leadership, and access to coordinated resources and personnel whenever needed.

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Investment Preferences

Alternative Activity

Address

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

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