COGENT STRATEGIC WEALTH LLC

CHICAGO, Illinois·2 registered advisors·CRD# 152715

SEC# 801-1104461312-382-8388

01

Firm Overview

AUM

$250M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at COGENT STRATEGIC WEALTH LLC

2 registered advisors

Kelly Marie Stanley

CHICAGO, Illinois

Michael J. Evans

CHICAGO, Illinois

05

Office Locations

CHICAGO, Illinois

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Data sourced from SEC Form ADV filings. COGENT STRATEGIC WEALTH LLC (CRD# 152715) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.