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COGNITIANT REGISTERED INVESTMENT ADVISORS
COGNITIANT INC
CRD 152295
9233 NW HARVEST HILL DR, PORTLAND, OR, 97229, United States
Phone
9714139978
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.0M
Discretionary AUM
$40.0M
Team
2 total employees; 2 advisory reps; 45 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $2.0M |
| High net worth individuals | 14 | $38.0M |
All web addresses on file
Official SEC filing: View on IAPD