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 that has been SEC-registered since 1960. Organized as a corporation with domestic ownership, the firm serves both individual and family clients as well as institutional accounts. Its advisory offering centers on discretionary portfolio management for individuals, small businesses and for business or institutional clients. Fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor.
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
Managing Director and Chief Compliance OfficerCRD 1543466
Contacts
3 of 4
John Eade
President & Director of Portfolio StrategiesCRD 7117002
Donna Palais
Vice President & Portfolio ManagerCRD 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
$6.8M in ETFs
86%
$5.8M
14%
$943K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $910K | 7,262 | 13.41% |
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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