1609 Stubbs Avenue
Monroe, Louisiana 71201
Tel: 318-324-8000
ARGENT ADVISORS, INC, formally registered with the SEC as ARGENT ADVISORS, INC. The firm was established in 04/06/2001. They have over 2 offices throughout the country.
ARGENT ADVISORS, INC. is a Monroe, Louisiana based Financial Planning firm with nearly $1,365,398,340 assets under management, offering retirement planning & investment advisory services to 2432 clients. The firm is staffed with 29 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 112028 |
SEC# | 801-60187 |
Assets Managed by Firm | $1,365,398,340 |
No. of Clients | 2432 |
No. of Advisors | 29 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2432 | $1,365,398,340 |
Individuals (other than high net worth individuals) | 1131 | $265,399,956 |
High net worth individuals | 183 | $474,896,226 |
Pension and profit sharing plans | 10 | $8,357,255 |
Charitable organizations | 6 | $1,869,524 |
Corporations or other businesses | 48 | $83,662,700 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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