Argent Wealth Management LLC
- Assets, Funds, Holdings
| Argent Wealth Management LLC
|
| CRD # | 170099 |
| SEC # | 801-79004 |
| CIK # | 0001801770 |
| AUM |
|
| Employees |
26 (62% Investors, 0% Brokers)
|
| Phone | 781-290-4900 |
| Address | 200 Fifth Avenue
Waltham, MA 02451-8779 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
143
|
46.9 |
| (b) Individuals (high net worth individuals) |
447
|
1,680.7 |
| (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 |
1 |
0.0 |
| (g) Pension and profit sharing plans |
1 |
3.8 |
| (h) Charitable organizations |
14 |
19.9 |
| (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 |
6 |
43.4 |
| (n) Other |
0 |
0.0 |
| Total |
1,943 |
1,794.7 |
| By Discretionary |
| Discretionary |
1,779 |
1,653.9 |
| Non-Discretionary |
164 |
140.7 |
| Total |
1,943 |
1,794.7 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,794.7 |
| Total |
1,943 |
1,794.7 |
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