Argosy Wealth Management

Argosy Wealth Management (CRD# 175028) is a financial advisory firm headquartered in Los Angeles, CA. They manage $286,819,052 in 792 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    792
    ACCOUNTS
  • Average Account Value
    $362,145
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Argosy Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Brittany K. Doyle
CRD#: 6143789
Los Angeles, CA 90048

Brittany Doyle (CRD# 6143789) is an Investment Advisor Representative working at Argosy Wealth Management in Los Angeles, CA and has over 4 years of experience in the finance industry.

2
Donna M. Hicko
CRD#: 1438687
Los Angeles, CA 90048

Donna Hicko (CRD# 1438687) is an Investment Advisor Representative working at Argosy Wealth Management in Los Angeles, CA and has over 31 years of experience in the finance industry.

3
Christina L. Hung
CRD#: 6096070
Los Angeles, CA 90048

Christina Hung (CRD# 6096070) is an Investment Advisor Representative working at Argosy Wealth Management in Los Angeles, CA and has over 7 years of experience in the finance industry.

4
Michael S. Karon
CRD#: 5683479
Los Angeles, CA 90048

Michael Karon (CRD# 5683479) is an Investment Advisor Representative working at Argosy Wealth Management in Los Angeles, CA and has over 9 years of experience in the finance industry. Michael Karon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Alexander M. Kimura
CRD#: 1145511
Los Angeles, CA 90048

Alexander Kimura (CRD# 1145511) is an Investment Advisor Representative working at Argosy Wealth Management in Los Angeles, CA and has over 26 years of experience in the finance industry. Alexander Kimura has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
James C. Kottra
CRD#: 1865950
Westlake Village, CA 91362

James Kottra (CRD# 1865950) is an Investment Advisor Representative working at Argosy Wealth Management in Westlake Village, CA and has over 31 years of experience in the finance industry.

7
Kyle M. Ray
CRD#: 4081405
Los Angeles, CA 90048

Kyle Ray (CRD# 4081405) is an Investment Advisor Representative working at Argosy Wealth Management in Los Angeles, CA and has over 19 years of experience in the finance industry. Kyle Ray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Marjorie C. White-Kottra
CRD#: 2497778
Westlake Village, CA 91362

Marjorie White-Kottra (CRD# 2497778) is an Investment Advisor Representative working at Argosy Wealth Management in Westlake Village, CA and has over 25 years of experience in the finance industry.

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