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ARGENT RETIREMENT PLAN ADVISORS, LLC
ARGENT RETIREMENT PLAN ADVISORS, LLC is an SEC-registered investment adviser in NEW ORLEANS, LA, registered since 2013. The firm manages approximately $683...
ARGENT RETIREMENT PLAN ADVISORS, LLC
ARGENT RETIREMENT PLAN ADVISORS, LLC is an SEC-registered investment adviser in NEW ORLEANS, LA, registered since 2013. The firm manages approximately $683 million in assets. It employs 7 staff and 5 investment advisers.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Who runs investment decisions at Argent Retirement Plan Advisors?
Named investment decision-makers are not publicly disclosed. The firm is structured as an LLC, and its principals are not listed on common public databases or the firm's SEC registration filings.
How does Argent Retirement Plan Advisors source proprietary deal flow?
The firm does not pursue direct deal flow. It focuses on selecting and monitoring mutual funds, collective trusts, and other pre-packaged investment vehicles for retirement plans.
Is Argent Retirement Plan Advisors structured as a family office or a typical RIA?
It is a registered investment adviser (RIA) under the Investment Advisers Act of 1940, with a stated focus on retirement plan consulting. No information suggests it operates as a family office.
Does Argent Retirement Plan Advisors participate in fund commitments or only direct deals?
The firm does not make fund commitments or direct deal investments. Its advisory services involve constructing and monitoring portfolios of third-party investment products for retirement plan participants.
What investment stages does Argent Retirement Plan Advisors typically target?
The firm does not target specific investment stages. Its scope is limited to liquid, publicly traded securities and pooled investment vehicles appropriate for retirement plans.
Which sectors does Argent Retirement Plan Advisors explicitly avoid?
Publicly available materials do not specify sector exclusions. The firm's retirement plan focus implies a concentration on diversified multi-asset portfolios rather than sector-specific strategies.
Does Argent Retirement Plan Advisors maintain philanthropic structures?
No philanthropic structures or foundations are publicly associated with the firm.
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