ARGENT WEALTH MANAGEMENT, INC.
CRD #107358 SEC #801-44739 WESTON, MA 781-894-1117
SEC Registered Private Funds
Total AUM
$608.1M
Discretionary
$519.4M
Employees
10
Clients
51
Accounts
1,066
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2014 | $1.2B | $1B | $237.8M | 21 | 200 |
| Jan 2014 | $1.2B | $1B | $237.8M | 21 | 200 |
| Dec 2013 | $1.2B | $1B | $237.8M | 21 | 200 |
| Sep 2013 | $608.1M | $519.4M | $88.7M | 10 | 26 |
| Sep 2013 | $608.1M | $519.4M | $88.7M | 10 | 26 |
| Aug 2013 | $608.1M | $519.4M | $88.7M | 10 | 26 |
| Mar 2013 | $608.1M | $519.4M | $88.7M | 10 | 26 |
| Nov 2012 | $546.8M | $546.8M | $0 | 10 | 26 |
| Mar 2012 | $546.8M | $546.8M | $0 | 6 | 26 |
| Feb 2011 | $450.1M | $450.1M | $0 | 10 | -- |
| Mar 2007 | $501.3M | $501.3M | $0 | 10 | -- |
| Feb 2006 | $416.8M | $416.8M | $0 | 10 | -- |
| Feb 2005 | $372.2M | $372.2M | $0 | 10 | -- |
| Jan 2005 | $372.2M | $372.2M | $0 | 10 | -- |
| Jan 2005 | $378.8M | $378.8M | $0 | 10 | -- |
| Mar 2002 | $443.8M | $443.8M | $0 | 10 | -- |
DateJan 2014
Total AUM$1.2B
Discretionary$1B
Non-Disc.$237.8M
Employees21
Clients200
DateJan 2014
Total AUM$1.2B
Discretionary$1B
Non-Disc.$237.8M
Employees21
Clients200
DateDec 2013
Total AUM$1.2B
Discretionary$1B
Non-Disc.$237.8M
Employees21
Clients200
DateSep 2013
Total AUM$608.1M
Discretionary$519.4M
Non-Disc.$88.7M
Employees10
Clients26
DateSep 2013
Total AUM$608.1M
Discretionary$519.4M
Non-Disc.$88.7M
Employees10
Clients26
DateAug 2013
Total AUM$608.1M
Discretionary$519.4M
Non-Disc.$88.7M
Employees10
Clients26
DateMar 2013
Total AUM$608.1M
Discretionary$519.4M
Non-Disc.$88.7M
Employees10
Clients26
DateNov 2012
Total AUM$546.8M
Discretionary$546.8M
Non-Disc.$0
Employees10
Clients26
DateMar 2012
Total AUM$546.8M
Discretionary$546.8M
Non-Disc.$0
Employees6
Clients26
DateFeb 2011
Total AUM$450.1M
Discretionary$450.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$501.3M
Discretionary$501.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$416.8M
Discretionary$416.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$372.2M
Discretionary$372.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$372.2M
Discretionary$372.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$378.8M
Discretionary$378.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees10
Clients--