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Building 2ARGOSY WEALTH MANAGEMENT

Map pinLOS ANGELES, CA
Phone424-212-4949
NotebookSEC #801-81150
Total AUM
$281.4M
Employees
10
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6310 SAN VICENTE BOULEVARD
SUITE 404
LOS ANGELES
CA 90048
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
424-212-4949
Other Offices
1

ReceiptFinancials

Total AUM
$281.4M
Accounts
930
Discretionary
$281.4M
Accounts
930
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
221
AUM
$99.6M
HNW Individual Clients
75
AUM
$181.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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