CRD: 287773
Cogent Investment Advisors LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-22-2017
- Office Locations
- 1
Office Locations
About Cogent Investment Advisors LLC
Cogent Investment Advisors is a San Francisco RIA serving families and individuals with active-style portfolio management and financial decision support. Portfolios are actively managed using a macro/thematic framework and built from seven consistent, goal-oriented model strategies that can be combined for flexibility. They primarily implement exposures with low-cost ETFs and selected active mutual funds, supported by independent market and economic research.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PERRY ANTHONY PIAZZA JR
Advisor, Managing Member
- CRD
- #2249635
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,120,070 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,120,070 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing