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Elizabeth Whitney Fong

ARGONAUT ASSET MANAGEMENT INC.·NEW YORK, New York
Clean recordARGONAUT ASSET MANAGEMENT INC.
27 WEST 23RD STREET, NEW YORK, NY 10010CRD# 7342829Firm CRD# 312664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Whitney Fong · NEW YORK, NY
Registration
CRD #7342829 · ARGONAUT ASSET MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Whitney Fong is a registered financial advisor based in NEW YORK, New York, affiliated with ARGONAUT ASSET MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ARGONAUT ASSET MANAGEMENT INC.
AUM
$13M
Regulatory assets under management
Employees
17
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7342829
Firm CRD# 312664
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05

Frequently Asked Questions

What services does Elizabeth Whitney Fong offer?
Elizabeth Whitney Fong specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.
What are Elizabeth Whitney Fong's credentials?
Elizabeth Whitney Fong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Whitney Fong located?
Elizabeth Whitney Fong is based in NEW YORK, New York, working with ARGONAUT ASSET MANAGEMENT INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Elizabeth Whitney Fong charge for services?
Elizabeth Whitney Fong's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARGONAUT ASSET MANAGEMENT INC.?
ARGONAUT ASSET MANAGEMENT INC. has approximately 17 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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