RIA Intel›Advisers›Illinois›COGAN, EDWIN DALY

COGAN, EDWIN DALY

Advisory

HINSDALE, IL

Data as of Mar 11, 2015 · Source: SEC Form ADV

Rank in IL

#1,613

of 1,719 advisers by AUM

Average account

$333K

across 12 accounts

Source: SEC Form ADV. Figures as filed Mar 11, 2015.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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