Argurion Group Inc (Janesville)

Argurion Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Argurion Group: assets under management

The assets under management (AUM) of Argurion Group Inc is $6.9 million. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.4 million in discretionary accounts and $2.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $16.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Argurion Group Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Janesville

The principal office where Argurion Group Inc performs its advisory services is located at 220 Saint Lawrence Avenue, Janesville, WI 53545, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-755-1515 or by fax 608-755-1570. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.arguriongroup.com.

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