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Beth Cohn Gamel

ARGENT WEALTH MANAGEMENT, LLC·WALTHAM, Massachusetts
Unclaimed Profile
200 FIFTH AVENUE, WALTHAM, MA 02451-8779CRD# 4347890Firm CRD# 170099
01

About

Beth Cohn Gamel is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with ARGENT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARGENT WEALTH MANAGEMENT, LLC
ARGENT WEALTH MANAGEMENT, LLC
AUM
$1.8B
Regulatory assets under management
Employees
26
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4347890
Firm CRD# 170099
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Beth Cohn Gamel offer?
Beth Cohn Gamel specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Beth Cohn Gamel's credentials?
Beth Cohn Gamel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Beth Cohn Gamel located?
Beth Cohn Gamel is based in WALTHAM, Massachusetts, working with ARGENT WEALTH MANAGEMENT, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Beth Cohn Gamel charge for services?
Beth Cohn Gamel'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 ARGENT WEALTH MANAGEMENT, LLC?
ARGENT WEALTH MANAGEMENT, LLC has approximately 26 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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