Company Overview
- Headquarters
- 2600 El Camino Real, Suite 304, Palo Alto CA
- Website
- CognizantWealth.com
- Phone
- (650) 209-4062
- Employees
- 13
- Founded in
- 2012
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Cognizant Wealth Advisors
Cognizant Wealth Advisors is a registered investment advisor based in Palo Alto, California. The company employs 13 people and generates $2.5 million in annual revenue. Cognizant Wealth Advisors operates as a dba of Perigon Wealth Management, LLC. Cognizant Wealth Advisors provides personalized financial guidance to individuals and families, assisting them in developing financial plans and making informed investment and financial decisions. Their services aim to help clients achieve financial independence and peace of mind in retirement. Cognizant Wealth Advisors operates nationally, offering investment advisory and related services to clients across the United States. For more information, visit www.cognizantwealth.com or www.perigonwealth.com.
Cognizant Wealth Advisors Industry Tags
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| 3M | 3 | Urban Honolulu, HI | ||
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