Sign in Sign up for free

Cogent Asset Management, LLC (Palm Beach Gardens)


Cogent Asset Management, LLC is a large advisory firm based in Palm Beach Gardens. It manages $154.6 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.

Cogent Asset Management provides portfolio management for businesses and institutional clients and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cogent Asset Management: assets under management

The assets under management (AUM) of Cogent Asset Management, LLC is $154.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $154.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cogent Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palm Beach Gardens

The principal office where Cogent Asset Management, LLC performs its advisory services is located at 3801 Pga Blvd., Suite 600, Palm Beach Gardens, FL 33410, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-621-6105 or by fax 516-621-6107. The normal business hours are 9-5 on Monday - Friday.


Registered investment advisers similar to Cogent Asset Management, LLC