COGNITIANT REGISTERED INVESTMENT ADVISORS

RIASEC Registered

Total AUM

$26M

Discretionary

$26M

100% of AUM

Avg account

$578K

Accounts

Employees

Advisory reps

Firm details

Headquarters: PORTLAND, Oregon
CRD number: 152295
Website: cognitiant.com
Custodians: SHAREHOLDERS SERVICE GROUP, LLC, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cognitiant Registered Investment Advisors operates as an independent registered investment advisor, focusing on providing a range of financial services primarily to individuals and families. The firm is structured as a corporation and is owned by an individual. Cognitiant emphasizes a client-centric approach, offering services such as financial planning, portfolio management for both individuals and small businesses, and pension consulting. While the firm does not actively pursue ESG investments, it does engage in various business activities, including serving as an insurance broker.