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Home > Retirement Planners > mississippi > ridgeland > ARGENT WEALTH, LLC
ARGENT WEALTH, LLC
1020 Highland Colony Parkway
Suite 603
Ridgeland, Mississippi 39157
Tel: 601-957-0323
About ARGENT WEALTH, LLC
ARGENT WEALTH, LLC, formally registered with the SEC as ARGENT WEALTH, LLC. The firm was established in 01/14/2021. They have over 1 offices throughout the country.
ARGENT WEALTH, LLC is a Ridgeland, Mississippi based Financial Planning firm with nearly $402,944,092 assets under management, offering retirement planning & investment advisory services to 760 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311685 |
| SEC# | 801-120152 |
| Assets Managed by Firm | $402,944,092 |
| No. of Clients | 760 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 760 | $402,944,092 |
| Individuals (other than high net worth individuals) | 299 | $62,837,978 |
| High net worth individuals | 123 | $319,320,577 |
| Charitable organizations | Fewer than 5 clients | $4,383,380 |
| Corporations or other businesses | 13 | $16,402,157 |
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