Argent Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Argent Advisors Inc
CRD #112028
SEC #801-60187
CIK #0001426851
AUM $1.5 B (2025-03-21)
Employees 28 (46% Investors, 18% Brokers)
Phone318-324-8000
Address1609 Stubbs Avenue
Monroe, LA 71201
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
1500120090060030002000200820172026
CIK Period
0001426851
Sector Form 13F Holdings Value ($M)
J P Morgan Chase & Co 7.9
Exxon Mobil Corp 7.4
Apple Inc 7.3
Microsoft Corp 7.0
MicroStrategy Inc 6.1
Verizon Communications Inc 4.2
Coca Cola Co 4.1
Nvidia Corp 4.0
Lilly Eli & Co 3.3
Wal Mart Stores Inc 3.3
American Express Co 3.1
Medtronic Holdings Ltd 3.0
Origin Bancorp Inc 3.0
Caterpillar Inc 3.0
Johnson & Johnson 2.9
Amazon Com Inc 2.9
Chevron Corp 2.7
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,127 254.4
(b) Individuals (high net worth individuals) 220 560.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 8 3.0
(i) State or municipal government entities 21 549.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 44 95.3
(n) Other 0 0.0
Total 2,582 1,461.9
By Discretionary
Discretionary 2,582 1,461.9
Non-Discretionary 0 0.0
Total 2,582 1,461.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,461.9
Total 2,582 1,461.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001426851]
Comparable Firms State AUM ($B)
Whittier Advisors LLC
CA 1.5
RW Investment Management LLC
ID 1.5
KLCM Advisors Inc
WI 1.5
Naviter Wealth LLC
AR 1.5
Bitterroot Capital Advisors LLC
MT 1.5
Carolinas Wealth Consulting LLC
NC 1.5
Auxano Advisors LLC
WA 1.5
CRA Financial Services LLC
NJ 1.5
Global Strategic Investment Solutions LLC
AZ 1.4
Virtus Fund Advisers LLC
CT 1.4
Terms | Privacy | Guide
tony@aum13f.com