ARGENT RETIREMENT PLAN ADVISORS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$683M
Discretionary
$0
0% of AUM
Avg account
$12.9M
Accounts
53
Employees
7
Advisory reps
6

Firm details

Headquarters
NEW ORLEANS, Louisiana
CRD number
165031
Registered since
September 20, 2013
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • CARRIE BROWN

    Chief Compliance OfficerCRD 5653005

Contacts

3 of 5
  • Todd Barker

    Vice PresidentCRD 8004705

  • MARK MILTON

    Senior Vice PresidentCRD 4650763

  • Whitney Blocker

    Vice PresidentCRD 6776293

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth