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Building 2ARGENT RETIREMENT PLAN ADVISORS, LLC

Map pinNEW ORLEANS, LA
Phone381-251-5800
NotebookSEC #801-78568
Total AUM
$683.1M
Employees
7
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 ST. CHARLES AVE.
SUITE 2420
NEW ORLEANS
LA 70170
United States
Operating Hours
8:30 AM - 4:30 P.M.
Monday - Friday
Phone
381-251-5800
Other Offices
4

ReceiptFinancials

Total AUM
$683.1M
Accounts
53
Discretionary
$0
Accounts
0
Non-Discretionary
$683.1M
Accounts
53

ContactClients

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Pension/Profit Sharing Plan Clients
53
AUM
$683.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOKTX

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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