Tech stack
No one at Cgn Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Cgn Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $1.1B held · filed Dec 2024
Website Builders
Service providers
The firms Cgn Advisors, LLC works with. Tools marked “spotted on their website” are linked from or built into Cgn Advisors, LLC's own website (a client login, a scheduling link, a form).
Corporate RIA