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Building 2ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Map pinWELLESLEY, MA
Phone781-591-0200
NotebookSEC #801-122660
Total AUM
$532.9M
Employees
6
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
57 RIVER STREET
SUITE 202
WELLESLEY
MA 02481
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
781-591-0200
Other Offices
1

ReceiptFinancials

Total AUM
$532.9M
Accounts
515
Discretionary
$477.8M
Accounts
361
Non-Discretionary
$55.1M
Accounts
154

ContactClients

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Individual Clients
51
AUM
$20.4M
HNW Individual Clients
58
AUM
$414.7M
Charitable Organization Clients
6
AUM
$8.9M
Corporation or Business Clients
6
AUM
$88.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSTITUTIONAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMAMEMONCNHNYRITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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