Also known as cogentblue
CogentBlue Wealth Advisors is a wealth advisory firm in Knoxville, Tennessee, founded in 2019, with about $606 million in reported assets. It also lists service areas including Boston and Nashville. The firm provides integrated wealth advisory solutions to families and individuals who want more than traditional investment management, building a comprehensive financial plan for each client. It operates under the fiduciary standard, states that it earns no investment commissions and charges no hidden fees, and describes its role as a private CFO for clients.
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CogentBlue is a wealth manager based in Knoxville, United States, managing approximately $606M in assets.
CogentBlue is headquartered in Knoxville, United States.
CogentBlue manages approximately $606M in assets under management.
CogentBlue was founded in 2019.
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