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Building 2ARGO WEALTH ADVISORY, LLC

Map pinMCLEAN, VA
Phone703-914-3830
NotebookSEC #801-132081
Total AUM
$256.2M
Employees
2
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1765 GREENSBORO STATION PLACE
SUITE 900
MCLEAN
VA 22102
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
703-914-3830

ReceiptFinancials

Total AUM
$256.2M
Accounts
425
Discretionary
$225.9M
Accounts
352
Non-Discretionary
$30.2M
Accounts
73

ContactClients

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Individual Clients
20
AUM
$9.5M
HNW Individual Clients
70
AUM
$216.3M
Pension/Profit Sharing Plan Clients
9
AUM
$29.5M
Charitable Organization Clients
1
AUM
$918.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLLAMDNCNHNVSCTXVA

HandshakeAffiliates

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

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