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CRD#: 330920
BD
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for COGENT ASSOCIATES, LLC Comes From
Understanding the Statistics for COGENT ASSOCIATES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
73 Central Street, Woodstock, VT 05091
Mailing Address
73 Central Street, Woodstock, VT 05091
Firm Size
Small
Phone Number
(617) 767-9067
Established
Delaware since 06/25/2018
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at COGENT ASSOCIATES, LLC
DB
Daniel Stewart Beaton
RR
CRD#: 4240769
Location:
Woburn, MA 01801
Company:
LOCKEBRIDGE PARTNERS, INC
Disclosures:
Experience:
25 years
PR
Paige Woodsum Rand
RR
CRD#: 4520907
Location:
Los Angeles, CA 90025
Company:
PALM TREE SECURITIES LLC
Disclosures:
Experience:
17 years
TC
Timothy M Costello
RR
CRD#: 7092108
Location:
Tampa, FL 33602
Company:
HYDE PARK CAPITAL ADVISORS, LLC
Disclosures:
Experience:
6 years
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