Overview
Assets Under Management: $1.5 billion
Headquarters: MONROE, LA
High-Net-Worth Clients: 220
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,582
Discretionary Accounts: 2,582
Regulatory Filings
CRD Number: 112028
Filing ID: 1964815
Last Filing Date: 2025-03-21 17:44:00
Website: https://argentadvisors.com