Argosy Wealth Management
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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
Years of Experience
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Argosy Wealth Management Brokerage Details
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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.
Mutual Securities, Inc
Argosy Wealth Management
Cetera Advisor Networks LLC
Financial Network Investment Corporation
Alexander Kimura has disclosures.
Please visit their SEC profile for more details.