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Jeffrey Don Peace

COGENT ADVISORY GROUP LLC·ATLANTA, Texas
Unclaimed Profile
1004 N LOUISE STREET, ATLANTA, TX 75551CRD# 4752148Firm CRD# 169512
01

About

Jeffrey Don Peace is a registered financial advisor based in ATLANTA, Texas, affiliated with COGENT ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTRUA ADVISORY GROUP LLC
INTRUA ADVISORY GROUP LLC
AUM
$169M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at INTRUA ADVISORY GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4752148
Firm CRD# 169512
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Don Peace offer?
Jeffrey Don Peace specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Texas for a consultation.
What are Jeffrey Don Peace's credentials?
Jeffrey Don Peace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Don Peace located?
Jeffrey Don Peace is based in ATLANTA, Texas, working with COGENT ADVISORY GROUP LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Jeffrey Don Peace charge for services?
Jeffrey Don Peace's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COGENT ADVISORY GROUP LLC?
COGENT ADVISORY GROUP LLC has approximately 10 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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