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Kurt Charles Ogata

ARGOS WEALTH ADVISORS LLC·NAPA, California
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4900 REDWOOD ROAD, NAPA, CA 94558-9555CRD# 1615430Firm CRD# 144481
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ARGOS WEALTH ADVISORS LLC
ARGOS WEALTH ADVISORS LLC
AUM
$830M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ARGOS WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1615430
Firm CRD# 144481
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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