ARGENT RETIREMENT PLAN ADVISORS, LLC
Firm details
- Headquarters
- NEW ORLEANS, Louisiana
- CRD number
- 165031
- Registered since
- September 20, 2013
- Website
- argentfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Argent Retirement Plan Advisors, LLC is an SEC-registered limited liability company that began registration in 2013 and serves an institutional client base while also listing services for individuals and small businesses. The firm provides portfolio management and identifies pension consulting among its advisory services; the snapshot data contains a mixed signal on whether it functions as a pension consultant, but pension consulting services are explicitly listed. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm is not identified as an active ESG investor. The firm’s owner structure is recorded as a combination of a domestic entity and an individual. Classification in the snapshot is unclassified and it is not flagged as a capital allocator. Industry affiliations cited in filings include relationships with other investment advisers, a registered municipal advisor, a trust company, and an insurance company.
Assets & Accounts
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 Funds100%
Owners & executives
1 of 1CARRIE BROWN
Chief Compliance OfficerCRD 5653005
Contacts
3 of 5Todd Barker
Vice PresidentCRD 8004705
MARK MILTON
Senior Vice PresidentCRD 4650763
Whitney Blocker
Vice PresidentCRD 6776293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW ORLEANS, LA
ORLEANS
Location
NEW ORLEANS, LA
Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- ORLEANS
- Address
- 201 Saint Charles Ave
- Time zone
- CT (UTC-6)
- Office locations
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