⚲
|
Argos Wealth Advisors LLC
✚
| |
---|---|
CRD # | 144481 |
SEC # | 801-68097 |
CIK # | |
AUM | $829.8 MM (2024-03-25) |
Employees | 9 (78% Investors, 0% Brokers) |
Phone | 707-633-9063 |
Address | 1183 Empire Avenue Park City, UT 84060 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | AWA Small Cap Access Fund LP | [2012-01-30] | 48.5 | 29.8 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 174 | 206.4 |
(b) Individuals (high net worth individuals) | 43 | 589.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 29.8 |
(g) Pension and profit sharing plans | 0 | 2.2 |
(h) Charitable organizations | 2 | 2.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 222 | 829.8 |
By Discretionary | ||
Discretionary | 124 | 778.6 |
Non-Discretionary | 98 | 51.2 |
Total | 222 | 829.8 |
By Non-United States Persons | ||
Non-United States Persons | 16.0 | |
United States Persons | 813.9 | |
Total | 222 | 829.8 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Argos Wealth Advisors LLC NA | 1 | ||
Argos Wealth Advisors LLC | 1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cannell Capital LLC
✚
|
WY | 0.9 |
Martin Investment Management LLC
✚
|
FL | 0.9 |
Warberg Asset Management LLC
✚
|
IL | 0.8 |
Synergy Asset Management LLC
✚
|
WA | 0.8 |
Kingdon Capital Management LLC
✚
|
NY | 0.8 |
Optima Asset Management LLC
✚
|
NY | 0.8 |
Logan Stone Capital LLC
✚
|
IL | 0.8 |
Nuverse Advisors LLC
✚
|
FL | 0.8 |
Private Capital Advisors Inc
✚
|
CT | 0.8 |
Satovsky Asset Management LLC
✚
|
NY | 0.8 |