COGENT ASSOCIATES, LLC
Firm details
- Headquarters
- WOODSTOCK, Vermont
- CRD number
- 330920
- Registered since
- August 20, 2025
Firm profile
FINTRXOverview
Cogent Associates, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with a registration year of 2025. The firm is owned by an individual and is listed under an unclassified adviser type. Public filings indicate it is not positioned as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm has provided very limited detail about its business model. FINTRX does not list advisory activities, target client segments, fee schedules, or the types of services Cogent Associates offers, which constrains any assessment of its investment approach or client focus.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5THIERRY DESGRANGES
Registered Financial ProfessionalCRD 4758377
Timothy Costello
Compliance ConsultantCRD 7092108
Daniel Beaton
FinOpCRD 4240769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WOODSTOCK, VT
WINDSOR
Location
WOODSTOCK, VT
Headquartered in WOODSTOCK, VT, in the Northeast of the United States.
- Region
- Northeast
- County
- WINDSOR
- Address
- 73 Central St
- Time zone
- ET (UTC-5)
- Office locations
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