$58.7M Total AUM
$41.0M Disc. AUM
14.0% 3Y CAGR
2 Employees
177 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ridge optima
- Established Date
- 06-25-2021
- Office Locations
- 2
Office Locations
-- Amherst NY
-- Nashville TN
About Argus Equity Partners, LLC
Argus Equity Partners, LLC is a Amherst-based RIA with 2 offices. The firm has been operating for 4 years. Managing $58.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$58.7M AVG AUM / ADVISOR
$331.4K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Meridian Summit
Custodian
Radial Insight Glacier optima Harbor optima
Investment Themes
Bridge ridge Matrix Element crest
Investment Vehicles
Foundation wave
Services
Glacier Pathway vital Matrix Crest Insight Zenith timber Legacy meridian
Technology
Fusion
Owner & Executives
S
STEPHEN FIORE TRIPODI
Chief Compliance Officer, Managing Member, President
- CRD
- #721461
- Ownership
- 75% or more
(687) 218-7430
summit.north@vitalcapital.com
in linkedin.com/in/pathway-unison
Showing 1 of 1 owners & executives
Unlock allContacts
N
Nicole Tripodi
--
- CRD
- #7700874
(918) 296-9512
beacon.quantum@signalcapital.com
in linkedin.com/in/momentum-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,960,500 | $240,944 |
| Non-Discretionary | $17,701,509 | $2,528,787 |
| Total | $58,662,009 | $331,424 |
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Separately Managed Accounts
Total SMA Asset: $58,662,009
Equity - Exchange:
39.2% Public Funds:
22.9% Cash:
37.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,640,935,513 | 39.2% |
| Public Funds | $958,607,736 | 22.9% |
| Cash | $1,586,516,733 | 37.9% |
| Total | $4,186,059,982 | 100.0% |