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| Keyboard |
| Argent Retirement Plan Advisors LLC
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|---|---|
| CRD # | 165031 |
| SEC # | 801-78568 |
| CIK # | 0001688889 |
| AUM | 683.1 M (2026-03-23) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 381-251-5800 |
| Address | 201 St Charles Ave New Orleans, LA 70170 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 53 | 683.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 683.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 53 | 683.1 |
| Total | 53 | 683.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 683.1 | |
| Total | 53 | 683.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sandy Cove Advisors LLC
✚
|
MA | 684.9 M |
|
Providence Wealth Advisors LLC
✚
|
IL | 684.4 M |
|
Northern Financial Advisors Inc
✚
|
MI | 684.0 M |
|
Vantage Wealth
✚
|
CA | 683.8 M |
|
Marietta Investment Partners LLC
✚
|
WI | 683.7 M |
|
High Note Wealth LLC
✚
|
MN | 683.5 M |
|
Phocas Financial Corporation
✚
|
CA | 682.7 M |
|
Broad Run Investment Management LLC
✚
|
VA | 681.8 M |
|
Sandbox Financial Partners LLC
✚
|
MD | 681.7 M |
|
Synergy Investment Management LLC
✚
|
FL | 681.5 M |