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ARGENTIC

NEW YORK, NY · CRD 289502 · IAPD ↗ · argentic.com · 646 560-1700

$1.81BRegulatory AUM
5Advisory reps
70Employees
6Clients
n/aPlanning clients
3Private funds
0States
5Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — ARGENTIC reported RAUM up 30% ($1.39B -> $1.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
December 2024 — ARGENTIC's Item 11 disclosure-reporting entries rose by 1 (5 -> 6).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.