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Building 2ARGENT WEALTH MANAGEMENT, INC.

Map pinWALTHAM, MA
Phone781-290-4900
NotebookSEC #801-44739
Total AUM
$1.2B
Employees
21
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
404 WYMAN STREET
SUITE 375
WALTHAM
MA 02451
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
781-290-4900

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,006
Discretionary
$1B
Accounts
1,772
Non-Discretionary
$237.8M
Accounts
234

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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