ARGOSY WEALTH MANAGEMENT CORPORATION
Legal name: ARGOSY WEALTH MANAGEMENT
CRD #175028 SEC #801-81150 LOS ANGELES, CA 424-212-4949
SEC Registered
Total AUM
$281.4M
Discretionary
$281.4M
Employees
10
Clients
101
Accounts
930
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $281.4M | $281.4M | $0 | 10 | 0 |
| Jun 2020 | $281.4M | $281.4M | $0 | 10 | 0 |
| May 2020 | $281.4M | $281.4M | $0 | 10 | 0 |
| Mar 2019 | $286.8M | $286.8M | $0 | 8 | 0 |
| Aug 2018 | $183.6M | $183.6M | $0 | 9 | 0 |
| Aug 2018 | $183.6M | $183.6M | $0 | 9 | 0 |
| Apr 2018 | $183.6M | $183.6M | $0 | 9 | 0 |
| Feb 2018 | $183.6M | $183.6M | $0 | 9 | 0 |
| Mar 2017 | $163.5M | $163.5M | $0 | 3 | 100 |
| Mar 2016 | $136.3M | $136.3M | $0 | 4 | 100 |
| Jul 2015 | $101.3M | $101.3M | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| Mar 2015 | $0 | $0 | $0 | 3 | 0 |
DateJul 2020
Total AUM$281.4M
Discretionary$281.4M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$281.4M
Discretionary$281.4M
Non-Disc.$0
Employees10
Clients0
DateMay 2020
Total AUM$281.4M
Discretionary$281.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees9
Clients0
DateApr 2018
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$163.5M
Discretionary$163.5M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees4
Clients100
DateJul 2015
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0