Distribution Cognizant, LLC
Distribution Cognizant, LLC is an SEC-registered ria in Palo Alto, CA with $5.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Distribution Cognizant, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322048, SEC 801-126083, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $5.3M (2026-03-30)
- Firm type
- Ria
- Location
- Palo Alto, CA
- Employees
- 3
- CRD
- 322048
- Ownership
- NEAL, PATRICK, DEWERK; Patton, Kevin, Jason; MCGORTEY, CHARLES, TRACY; BEIN, DENNIS
How much AUM does Distribution Cognizant, LLC have?
Distribution Cognizant, LLC reported $5.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Distribution Cognizant, LLC?
Disclosed owners and executives of Distribution Cognizant, LLC include NEAL, PATRICK, DEWERK, Patton, Kevin, Jason, MCGORTEY, CHARLES, TRACY, BEIN, DENNIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.