Argos Wealth Advisors LLC
Argos Wealth Advisors LLC (CRD# 144481) is a financial advisory firm headquartered in Napa, CA. They manage $695,628,176 in 110 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management696MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$6,323,893
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Michael Russo (CRD# 1209941) is an Investment Advisor Representative working at Argos Wealth Advisors LLC in San Francisco, CA and has over 32 years of experience in the finance industry.
Yuval Shenkar (CRD# 4828507) is an Investment Advisor Representative working at Argos Wealth Advisors LLC in Napa, CA and has over 12 years of experience in the finance industry.