Argent Advisors, Inc.
Firm details
- Headquarters
- Ruston, Louisiana
- CRD number
- 112028
- Registered since
- April 6, 2001
- Website
- argentfinancial.com
- Custodians
- ARGENT TRUST, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI42.26%
- State / Municipal Government33.73%
- Individuals15.95%
- Corporations / Businesses5.43%
- Pension & Profit Sharing Plans2.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Argent Advisors, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2001. The firm serves both individual/family clients and institutional clients and provides fee arrangements that include percentage-of-assets, hourly billing, and fixed fees. Argent performs financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients, and it lists pension consulting among its advisory services. The firm is also registered to act as a municipal advisor and reports affiliations with other financial institutions, including trust, banking/thrift, and insurance entities. Argent does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- US Government Bonds23%
- Cash & Cash Equivalents22%
- Exchange Traded Equities14%
- State & Local Bonds2%
Owners & executives
1 of 1
Carrie Brown
Chief Compliance OfficerCRD 5653005
Contacts
3 of 12
Dean Mailhes
Managing DirectorCRD 3260678
Michael Antley
Senior Vice PresidentCRD 4128449
Barry Guinn
Senior Vice President, Investment AdvisorCRD 4134338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$340M in ETFs
84%
$287M
15%
$53.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $20.9M | 216,088 | 6.14% |
Location
Ruston, LA
Lincoln
Location
Ruston, LA
Headquartered in Ruston, LA, anchoring the Monroe-Ruston, LA metro in the South.
- Metro area
- Monroe-Ruston, LA
- Region
- South
- County
- Lincoln
- Address
- 500 E Reynolds Dr
- Time zone
- CT (UTC-6)
- Office locations
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