Overview
Assets Under Management: $317 million
Headquarters: CENTER VALLEY, PA
High-Net-Worth Clients: 49
Average Client Assets: $6 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.91
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 138
Discretionary Accounts: 138
Regulatory Filings
CRD Number: 106576
Last Filing Date: 2025-01-30 00:00:00
Website: https://argylecapital.net