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| Happy Holidays!! thanks for using AUM13F!! |
| Argo Wealth Advisory LLC
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|---|---|
| CRD # | 334041 |
| SEC # | 801-132081 |
| CIK # | |
| AUM | $211.0 M (2025-06-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 703-966-6671 |
| Address | 1765 Greensboro Station Place Mclean, VA 22102 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 17.0 |
| (b) Individuals (high net worth individuals) | 74 | 194.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 402 | 211.0 |
| By Discretionary | ||
| Discretionary | 335 | 205.0 |
| Non-Discretionary | 67 | 6.0 |
| Total | 402 | 211.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.0 | |
| Total | 402 | 211.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guiry Capital Management LLC
✚
|
FL | 0.2 |
|
Blueline Advisors LLC
✚
|
NH | 0.2 |
|
Cambridge Wealth Advisors LLC
✚
|
0.2 | |
|
Anson Capital Inc
✚
|
GA | 0.2 |
|
McDermott Investment Advisors LLC
✚
|
FL | 0.2 |
|
Evergreen Wealth Management LLC
✚
|
MI | 0.2 |
|
Illumine Investment Management LLC
✚
|
WA | 0.2 |
|
Consilium LLC
✚
|
0.2 | |
|
Hancock Whitney Investment Services Inc
✚
|
LA | 0.2 |
|
Friday Financial Inc
✚
|
IA | 0.2 |