Argos Wealth Advisors LLC
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
FINTRXOverview
Argos Wealth Advisors LLC is an independent, SEC-registered RIA organized as an LLC and active since 2007. The firm positions itself as a capital allocator working with both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of outside advisers. Fee arrangements reported include percentage-of-AUM, hourly charges, and fixed fees. Argos also serves as a sponsor, general partner, or managing member for pooled vehicles it operates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds43%
- Public Funds/Mutual Funds20%
- Exchange Traded Equities15%
- US Government Bonds15%
- Derivatives4%
Contacts
3 of 8
Paul Holthe
Senior AdvisorCRD 5650798
Timothy Molloy
Managing Director, Senior AdvisorCRD 5941675
Daniel Hayes
Senior Wealth AdvisorCRD 2575708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$181M in ETFs
99%
$179M
1%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $61.8M | 777,903 | 34.12% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Violich Capital Management
RIAMill Valley, CA
Newfront Retirement Services, Inc.
RIASan Mateo, CA
Ashe Capital Management, LP
RIAEnglewood Cliffs, NJ
MPM Wealth Advisors
RIAHolland, OH
Clearhaven Partners LP
RIABoston, MA
Whalerock Point Partners, LLC
RIAWest Palm Beach, FL