Alton Cogert
Alton Cogert is a CFA-designated registered investment advisor at Strategic Asset Alliance, based in Bellevue, WA, with 17 years of industry experience. Alton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
500 108th Avenue Ne, Suite 1100, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alton is the President of Strategic Asset Alliance, Inc., providing insurance consulting services since 1994, which is a full-time commitment. He is also a member of the Investment Committee for American Fidelity Assurance Company, dedicating minimal time.
Employment History
Current Registrations
Strategic Asset Alliance
State Registrations2 states
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