Christopher
Leary
Argos Wealth Advisors LLC
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About this Advisor
Christopher Leary is a financial advisor based in Saint Helena, California, working with Argos Wealth Advisors LLC. Christopher has previously held positions at Brownson Rehmus & Foxworth, Inc, Seiler Llp, Bordeaux Wealth Advisors LLC, and Brownson, Rehmus & Foxworth. Christopher has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Christopher is part of Argos Wealth Advisors LLC, which operates out of Saint Helena, California. The firm has 4 offices and 9 employees. The firm manages assets totaling $829.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Argos Wealth Advisors LLC includes asset-based, hourly, and fixed fees.
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Fee Structure
Office Location
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Argos Wealth Advisors LLC Brokerage Details
$829,849,450
9
222
$3,738,061
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Christopher Leary Work History
Bordeaux Wealth Advisors LLC
Brownson, Rehmus & Foxworth
Brownson Rehmus & Foxworth, Inc
Seiler Llp
Disclosures
Please visit the SEC profile of Christopher Leary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Argos Wealth Advisors LLC
Park City, UT
Saint Helena, CA
San Francisco, CA
Park City, UT
Sacramento, CA
Park City, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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