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⚲
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| Argent Retirement Plan Advisors LLC
✚
| |
|---|---|
| CRD # | 165031 |
| SEC # | 801-78568 |
| CIK # | 0001688889 |
| AUM | $947.7 MM (2024-03-22) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 381-251-5800 |
| Address | 201 St Charles Ave New Orleans, LA 70170 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 947.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 54 | 947.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 54 | 947.7 |
| Total | 54 | 947.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 947.7 | |
| Total | 54 | 947.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Resources Management Corp
✚
|
CT | 1.0 |
|
Signet Financial Management LLC
✚
|
NJ | 0.9 |
|
Grace & White Inc
✚
|
NY | 0.9 |
|
AB2 Capital Partners LLC
✚
|
FL | 0.9 |
|
Aristotle Credit Partners LLC
✚
|
CA | 0.9 |
|
Strategic Investment Advisors LLC
✚
|
MI | 0.9 |
|
Dinuzzo Private Wealth Inc
✚
|
PA | 0.9 |
|
MBL Wealth LLC
✚
|
NC | 0.9 |
|
The Mosaic Financial Group LLC
✚
|
IL | 0.9 |
|
Arlington Financial Advisors LLC
✚
|
CA | 0.9 |