Alexander
Kimura

Argosy Wealth Management

CRD#1145511
Investment Advisor
in Los Angeles, CA
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About this Advisor

Alexander Kimura is a certified financial planner who lives in Los Angeles, California. Currently a registered investment advisor with Argosy Wealth Management, they have gathered a notable 25 years of work experience as a financial advisor. Kimura holds a Series 63 license, which designates the advisor as a securities agent. Kimura can act as an advisor based out of California. Their career trajectory has included roles at Cetera Advisor Networks LLC, Financial Network Investment Corporation, Argosy Wealth Management and Mutual Securities, Inc. Argosy Wealth Management is based out of Los Angeles, California. Overall, Argosy Wealth Management oversees $184 million in assets dispersed across 427 accounts and retains nine staff members. The firm's total assets under management makes it one of the mid-sized investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 14% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Argosy Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

6310 San Vicente Boulevard Suite 404
Los Angeles, CA 90048

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Argosy Wealth Management Brokerage Details

Total Assets Under Management

$286,819,052

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

792

CA Average: 3,727
Average Account Size

$362,145

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alexander Kimura Work History

Alexander has 25 years of experience.

2018 - Present (1 year)

Mutual Securities, Inc

2010 - Present (9 years)

Argosy Wealth Management

2013 - 2018 (5 years)

Cetera Advisor Networks LLC

1993 - 2012 (19 years)

Financial Network Investment Corporation

Disclosures

Alexander Kimura has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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