Argus Investors' Counsel, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 106981
- Registered since
- December 16, 1960
- Website
- www.argusinvest.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals67.51%
- HNWI17.51%
- Pension & Profit Sharing Plans10.94%
- Charitable Organizations4.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Argus Investors' Counsel, Inc. is an independent registered investment adviser organized as a corporation and operating since at least its SEC registration year of 1960. The firm serves both individual/family and institutional clients, offering portfolio management for individuals, small businesses and for businesses or institutions. Its billing mixes percentage-of-AUM and fixed-fee arrangements. The firm is not flagged as an active ESG investor, does not act as a capital allocator, and is not listed as a pension consultant. Ownership is noted as a combination of a domestic entity and individual ownership.
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
- Exchange Traded Equities92%
- Public Funds/Mutual Funds4%
- US Government Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Kevin Heal
Chief Compliance OfficerCRD 1543466
Contacts
3 of 4
John Eade
President & Director of Portfolio StrategiesCRD 7117002
Donna Palais
Vice PresidentCRD 2687928
Richard Ciuba
Director of Business DevelopmentCRD 4383761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$6.9M in ETFs
93%
$6.4M
7%
$474K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $918K | 7,390 | 13.35% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 61 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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