Argent Retirement Plan Advisors, LLC
● SEC registered since 2013CRD 165031SEC# 801-78568New Orleans, LA
Reg. AUM
$683.1M
Employees
7
Accounts
53
Location
New Orleans, LA
Argent Retirement Plan Advisors, LLC assets under management
Argent Retirement Plan Advisors, LLC is a registered investment adviser overseen by the SEC based in New Orleans, LA. The firm has been registered since 2013. It reports $683.1 million in regulatory assets under management and employs 7 people.
Argent Retirement Plan Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Argent Financial Group, Inc. Control | Member | Over 75% | 2015 |
| Carrie Alana Brown Control | Chief Compliance Officer | Under 5% | 2017 |
| Mark Milton Control | President | Under 5% | 2018 |
Frequently asked questions
How much does Argent Retirement Plan Advisors, LLC manage?
Argent Retirement Plan Advisors, LLC reports $683.1 million in regulatory assets under management on its Form ADV.
How many employees does Argent Retirement Plan Advisors, LLC have?
Argent Retirement Plan Advisors, LLC reports 7 employees.
Where is Argent Retirement Plan Advisors, LLC located?
Argent Retirement Plan Advisors, LLC is based in New Orleans, LA and has been SEC-registered since 2013.
Does Argent Retirement Plan Advisors, LLC disclose fund performance?
Argent Retirement Plan Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 St. Charles Ave., Suite 2420, New Orleans, LA 70170 |
| Phone | 381-251-5800 |
| Fax | 381-251-4651 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1688889 |
| Discloses disciplinary history | No |
Regulatory AUM
$683.1M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$683.1Mregulatory AUM
Discretionary $0Non-discretionary $683.1M