Cogent Independent Advisors Revenue

Investment Management • Thousand Oaks, California, United States • 1-10 Employees

Cogent Independent Advisors revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Cogent Independent Advisors

Kristopher Schnell

President

Company overview

Headquarters	2625 Townsgate Rd, Suite 330, Westlake Village, California 91361, US
Phone number	+13038359006
Website	cogentadvisors.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Portfolio Management, Investment Advisory Services, Financial Planning Services
Founded	2012
Employees	1-10
Socials

About Cogent Independent Advisors

WHAT IS COGENT? Definition: Clear, Logical & Convincing. When Your Best Interest is Your Advisor's Only Interest - That's COGENT. We're a group of financial planners and investment advisors united behind the belief that your best interests must always come first. Limiting conflicts of interest with you is paramount to ensuring this happens. This is why we've adopted a fee-only business model. This means we're commission-free advisors who don't sell products or answer to sales managers. We only get paid by you - not sometimes or even most of the time - but all the time. This way we aren't tempted to recommend solutions that may pay us more. Also, we are held to a fiduciary standard 100% of the time. This means we are always obligated to place your best interests first.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Cogent Independent Advisors has never raised funding before.

Frequently asked questions

Cogent Independent Advisors is located in Thousand Oaks, California, US.

You can reach Cogent Independent Advisors at +13038359006.

Cogent Independent Advisors generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Cogent Independent Advisors has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Cogent Independent Advisors was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Cogent Independent Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cogent Independent Advisors

Kristopher Schnell

President

4.8

40,000 users