Cogent Associates, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
330920
Registered since
August 20, 2025

Firm profile

FINTRX

Overview

Cogent Associates, LLC is organized as a limited liability company and is owned by an individual. The firm is listed without a specific adviser classification and has provided only minimal public detail about its operations. It is not identified as a capital allocator and does not report being an active ESG investor. The snapshot also flags several negative/absent designations: the firm is not described as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not disclosed its advisory activities, client segments, fee structure, or an investment mandate in the available materials. Records show no reported client or asset figures in the public snapshot, and there are no published details on portfolio construction, product shelf, or manager allocations.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1010 Sw 2nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth