Overview
Assets Under Management: $403 million
Headquarters: RIDGELAND, MS
High-Net-Worth Clients: 118
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.96
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 760
Discretionary Accounts: 760
Regulatory Filings
CRD Number: 311685
Last Filing Date: 2024-06-10 00:00:00
Website: https://myargentwealth.com