Cognition Financial LLC

Overview

Cognition Financial LLC is an independently owned limited liability company that operates as an independent registered investment adviser serving individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and also lists accounting among its business activities. Fee arrangements include a percentage of assets under management plus options for hourly and fixed-fee engagements. The firm reports itself as an active ESG investor. It is not identified as a multi-state adviser or a capital allocator, and it does not report pension consulting or related-adviser relationships.

Assets & Accounts

Investments & Alternatives