Overview
Assets Under Management: $1.5 billion
Headquarters: MONROE, LA
High-Net-Worth Clients: 220
Average Client Assets: $3 million
Frequently Asked Questions
ARGENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112028), ARGENT ADVISORS, INC. is subject to fiduciary duty under federal law.
ARGENT ADVISORS, INC. is headquartered in MONROE, LA.
ARGENT ADVISORS, INC. serves 220 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, ARGENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ARGENT ADVISORS, INC. manages $1.5 billion in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, ARGENT ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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