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| Happy Holidays!! thanks for using AUM13F!! |
| Argent Retirement Plan Advisors LLC
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|---|---|
| CRD # | 165031 |
| SEC # | 801-78568 |
| CIK # | 0001688889 |
| AUM | $651.9 M (2025-03-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 381-251-5800 |
| Address | 201 St Charles Ave New Orleans, LA 70170 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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 | 49 | 651.9 |
| (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 | 49 | 651.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 49 | 651.9 |
| Total | 49 | 651.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 651.9 | |
| Total | 49 | 651.9 |
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|---|---|---|
|
Strong Tower Advisory Services LLC
✚
|
MN | 0.7 |
|
Lorne Steinberg Wealth Management Inc
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0.7 | |
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Campbell Deegan Wealth Management LLC
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VA | 0.7 |
|
Fonville Wealth Management LLC
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VA | 0.7 |
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Global Financial Group Advisors LLC
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MI | 0.7 |
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Cedrus Holding Co LLC
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Cadent Capital Advisors LLC
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OK | 0.7 |
|
The August Group Capital Limited
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0.6 | |
|
ARQ Wealth Advisors LLC
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AZ | 0.6 |
|
Pinion Investment Advisors LLC
✚
|
KS | 0.6 |