Argonautica Private Wealth Management, Inc is a renowned investment advisory firm based out of Wellesley, MA. With over 50 individual clients and more than $383,506,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from two offices, Argonautica Private Wealth Management, Inc offers comprehensive financial services, including insurance brokerage and agency services.
Specializing in serving high net worth individuals, the firm prudently manages a majority of discretionary assets, accounting for 93% of the total assets they oversee. Their compensation structure is d...
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Assets Under Mgmt
$383.51M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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