ARGENT WEALTH MANAGEMENT, LLC
ARGENT WEALTH MANAGEMENT, LLC of WALTHAM, MA is an SEC-registered investment adviser (CRD 170099). Regulatory assets under management: $1.8B.
Registration
- CRD: 170099
- SEC file number: 801-79004
- Type: Registered investment adviser
- Location: 200 FIFTH AVENUE, 7TH FLOOR, WALTHAM, MA, 02451-8779
- Phone: 7812904900
- Latest filing: 2020-09-02
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $140.7M
- Clients: 26
- Accounts: 1,943
Officers, owners & control persons (9)
| Name | Role | Location |
|---|
| FINN JOSEPH EDWARD | DIRECTOR, BUSINESS DEVELOPMENT | — |
| BALDWIN WILLIAM THOMAS | MANAGING DIRECTOR | — |
| GAMEL BETH COHN | MANAGING DIRECTOR | — |
| FONTES INEZ | BUSINESS MANAGER | — |
| DUCHESNEAU DAVID MICHAEL | MANAGING DIRECTOR; PRESIDENT | — |
| KAHN RICHARD DANIEL | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | — |
| JACOBS JEROME JAY | CHIEF INVESTMENT OFFICER; CHIEF MARKET STRATEGIST | — |
| D'AMICO DAVID JOSEPH | MANAGING DIRECTOR | — |
| RISTUCCIA MATTHEW SAPIR | CHIEF INVESTMENT OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| ARGENT PRIVATE EQUITY I, LLC | Private Equity Fund | — | 18 | $2.8M | $200K |
More on this firm