Argos Wealth Advisors LLC

RIASEC Registered

Total AUM

$1B

Discretionary

$997M

96% of AUM

Avg account

$4.2M

Accounts

246

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 144481
Registered since: July 12, 2007
Website: www.argoswealth.com
Custodians: CHARLES SCHWAB & CO., INC., INSPIRA FINANCIAL TRUST COMPANY, COLUMBIA PRIVATE TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.75%
Individuals21.49%
Pooled Investment Vehicles3.09%
Charitable Organizations1.44%
Pension & Profit Sharing Plans0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Argos Wealth Advisors LLC is an independent registered investment adviser organized as an LLC that has been SEC registered since 2007. The firm positions itself as a capital allocator for both individual and family clients as well as institutional investors. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of outside managers. Argos charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is involved on the sponsor/GP side of pooled vehicles and acts as managing member for some investments. It does not list ESG investing as an active focus.