ARGENT WEALTH MANAGEMENT, LLC

WALTHAM, Massachusetts·9 registered advisors·CRD# 170099
SEC# 801-7900417812904900
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ARGENT WEALTH MANAGEMENT, LLC

9 registered advisors
Beth Cohn Gamel
WALTHAM, Massachusetts
David Joseph D'amico
WALTHAM, Massachusetts
David Michael Duchesneau
WALTHAM, Massachusetts
Inez Fontes
WALTHAM, Massachusetts
Jerome Jay Jacobs
WALTHAM, Massachusetts
Joseph Edward Finn
WALTHAM, Massachusetts
Matthew Sapir Ristuccia
WALTHAM, Massachusetts
Richard Daniel Kahn
WALTHAM, Massachusetts
William Thomas Baldwin
WALTHAM, Massachusetts
05

Office Locations

WALTHAM, Massachusetts
9 advisors

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Data sourced from SEC Form ADV filings. ARGENT WEALTH MANAGEMENT, LLC (CRD# 170099) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.