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ARGOSY CAPITAL
900 West Valley Road
Suite 1000
Wayne, Pennsylvania 19087
Tel: 610-971-9685
About ARGOSY CAPITAL
ARGOSY CAPITAL, formally registered with the SEC as ARGOSY CAPITAL. The firm was established in 03/23/2012. They have over 5 offices throughout the country.
ARGOSY CAPITAL is a Wayne, Pennsylvania based Financial Planning firm with nearly $3,372,318,250 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 66 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160212 |
| SEC# | 801-73958 |
| Assets Managed by Firm | $3,372,318,250 |
| No. of Clients | 45 |
| No. of Advisors | 66 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 45 | $3,372,318,250 |
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