ARGI INVESTMENT SERVICES, LLC

2201 High Wickham Place
Louisville, Kentucky 40245
Tel: 502-753-0609

About ARGI INVESTMENT SERVICES, LLC

ARGI INVESTMENT SERVICES, LLC, formally registered with the SEC as ARGI INVESTMENT SERVICES, LLC. The firm was established in 01/04/2010. They have over 1 offices throughout the country.

ARGI INVESTMENT SERVICES, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $4,569,619,524 assets under management, offering retirement planning & investment advisory services to 15255 clients. The firm is staffed with 169 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151916
SEC#	801-70888
Assets Managed by Firm	$4,569,619,524
No. of Clients	15255
No. of Advisors	169

Fee Structure

A Percentage of AUM
Fixed Fees
Other(PORTFOLIO SIGNALS, FIXED SUBSCRIPTION FEE.)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	15255	$4,569,619,524
Individuals (other than high net worth individuals)	2829	$899,837,877
High net worth individuals	1227	$2,826,883,997
Pension and profit sharing plans	221	$669,715,288
Charitable organizations	17	$43,016,844
Corporations or other businesses	9	$51,444,227

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