CRD: 152295
Cognitiant Registered Investment Advisors
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
2 Employees
127 ADV. Clients
16 yrs Firm Age
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- Custodian
- Nationwide ยท SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-07-2010
- Office Locations
- 2
Office Locations
5575 Mckillican Lane West Linn OR
9233 NW Harvest Hill DR Portland OR
About Cognitiant Registered Investment Advisors
Cognitiant is an independent, fee-based RIA registered in Washington and Oregon. The firm provides financial planning and ongoing asset management, building prudent, goal-based strategies for individuals and families. Portfolios are often ETF-centric, emphasizing asset allocation without product-sales incentives.
Team overview
-- AVG AGE
$20.0M AVG AUM / ADVISOR
$315.0K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Custodian
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Investment Themes
Available
Services
Available
Owner & Executives
W
WILLIAM WARD EDWARD CAMPBELL II
Chief Executive Officer, Owner
- CRD
- #2910310
- Ownership
- 75% or more
Available
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S
Shuaisong Feng
--
- CRD
- #7466370
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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