Argosy Investors

Argosy Investors (CRD# 290225) is a financial advisory firm headquartered in Hickory, NC. They manage $2,963,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $211,643
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Argosy Investors
Showing 1 - 1 of 1 top financial advisors.
1
Michael B. Loeb
CRD#: 6547493
615 N Center St, Hickory, NC 28601

Michael Loeb (CRD# 6547493) is an Investment Advisor Representative working at Argosy Investors in Hickory, NC and has over 8 years of experience in the finance industry.

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