Overview
Assets Under Management: $184 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 60
Average Client Assets: $2.5 million
Frequently Asked Questions
ARGOSY WEALTH MANAGEMENT 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 #175028), ARGOSY WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ARGOSY WEALTH MANAGEMENT is headquartered in LOS ANGELES, CA.
ARGOSY WEALTH MANAGEMENT serves 60 high-net-worth clients according to their SEC filing dated February 12, 2018. View client details ↓
According to their SEC Form ADV, ARGOSY WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ARGOSY WEALTH MANAGEMENT manages $184 million in client assets according to their SEC filing dated February 12, 2018.
According to their SEC Form ADV, ARGOSY WEALTH MANAGEMENT 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.15%
Average Client Assets: $2.5 million
Total Client Accounts: 427
Discretionary Accounts: 427
Regulatory Filings
CRD Number: 175028
Filing ID: 1172028
Last Filing Date: 2018-02-12 17:47:00