Unclaimed Profile

Kurt Charles Ogata

ARGOS WEALTH ADVISORS LLC·NAPA, California

Clean recordARGOS WEALTH ADVISORS LLC

4900 REDWOOD ROAD, NAPA, CA 94558-9555CRD# 1615430Firm CRD# 144481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kurt Charles Ogata · NAPA, CA

Registration

CRD #1615430 · ARGOS WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kurt Charles Ogata is a registered financial advisor based in NAPA, California, affiliated with ARGOS WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ARGOS WEALTH ADVISORS LLC

AUM

$830M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ARGOS WEALTH ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1615430

Firm CRD# 144481

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kurt Charles Ogata offer?

Kurt Charles Ogata specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NAPA, California for a consultation.

What are Kurt Charles Ogata's credentials?

Kurt Charles Ogata is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt Charles Ogata located?

Kurt Charles Ogata is based in NAPA, California, working with ARGOS WEALTH ADVISORS LLC. Their office serves clients in the NAPA metropolitan area and surrounding communities.

How does Kurt Charles Ogata charge for services?

Kurt Charles Ogata's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARGOS WEALTH ADVISORS LLC?

ARGOS WEALTH ADVISORS LLC has approximately 9 employees and manages $830M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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