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Building 2ARGOS WEALTH ADVISORS LLC

Map pin
Phone707-633-9063
NotebookSEC #801-68097
Total AUM
$1B
Employees
11
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
707-633-9063
Other Offices
2

ReceiptFinancials

Total AUM
$1B
Accounts
246
Discretionary
$997.4M
Accounts
148
Non-Discretionary
$41.5M
Accounts
98

ContactClients

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Individual Clients
189
AUM
$223.2M
HNW Individual Clients
45
AUM
$766.3M
Pooled Vehicle Clients
1
AUM
$32.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
9
AUM
$15M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILNJNVNYPATXUT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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