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Inez Fontes

ARGENT WEALTH MANAGEMENT, LLC·WALTHAM, Massachusetts
Unclaimed Profile
200 FIFTH AVENUE, WALTHAM, MA 02451-8779CRD# 4925521Firm CRD# 170099
01

About

Inez Fontes 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
View all advisors at ARGENT WEALTH MANAGEMENT, LLC →
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# 4925521
Firm CRD# 170099
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Inez Fontes offer?
Inez Fontes specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Inez Fontes's credentials?
Inez Fontes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Inez Fontes located?
Inez Fontes 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 Inez Fontes charge for services?
Inez Fontes'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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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