Cognitiant Registered Investment Advisors
Cognitiant Registered Investment Advisors (CRD# 152295) is a financial advisory firm headquartered in Portland, OR. They manage $26,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cognitiant Registered Investment Advisors
By the Numbers
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Total Assets Under Management26MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$577,778
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Cognitiant Registered Investment Advisors
1
William Campbell (CRD# 2910310) is an Investment Advisor Representative working at Cognitiant Registered Investment Advisors in West Linn, OR and has over 26 years of experience in the finance industry.
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