Cogent Strategic Wealth Revenue, Growth & Competitor Profile

DBA COGENT ADVISOR
DBA COGENT STRATEGIC WEALTH LLC

Company Profile & Annual Report for Cogent Strategic Wealth

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Cogent Strategic Wealth Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	77 West Wacker Drive Suite 4500 Chicago, IL 60601

Note: Revenues for privately held companies are statistical evaluations.


Cogent Strategic Wealth's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Cogent Strategic Wealth's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Cogent Strategic Wealth is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Cogent Strategic Wealth Annual Revenue and Growth Rate

Cogent Strategic Wealth	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Cogent Strategic Wealth's revenues are gauged from an analysis of company filings.

Cogent Strategic Wealth's Income Statement (based on Industry Averages)

Cogent Strategic Wealth P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Cogent Strategic Wealth is developing and marketing. Cogent Strategic Wealth doesn't have any recent trademark applications, indicating Cogent Strategic Wealth is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
COGENT COURSE OF ACTION Financial planning and investment advisory services; investment advice; investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, wealth management services	02/09/2016
A COGENT CONVERSATION Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment advice; Investment advisory services	06/30/2014
FREE YOUR WEALTH FOR SOMETHING MORE Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services	11/28/2011

See all trademarks and details in the Full Report.

Market Share of Cogent Strategic Wealth's Largest Competitors

A competitive analysis shows these companies are in the same general field as Cogent Strategic Wealth, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Cogent Strategic Wealth. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
KEYSTONE CAPITAL	Chicago, IL	100
CME GROUP	Chicago, IL	82
CHICAGO MERCANTILE EXCHANGE	Chicago, IL	80
IG US HOLDINGS	Chicago, IL	73
1028 N RUSH STREET	Chicago, IL	62
CBOE GLOBAL MARKETS	Chicago, IL	46

Other Companies at 77 West Wacker Drive, Chicago IL

Company	Headquarters	Revenue ($ MM)
ARCHER-DANIELS-MIDLAND	Chicago, IL	100
GLADIUS CAPITAL MANAGEMENT	Chicago, IL	0
JACOBS KOLTON CHARTERED	Chicago, IL	0
EASTERN CONNECTION OPERATING	Chicago, IL	0
ROBERT F. COLEMAN	Chicago, IL	0

Future Competition: Cogent Strategic Wealth's Fastest Growing Competitors

These companies are in the same general field as Cogent Strategic Wealth and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)