Argus Investors' Counsel, Inc. (Stamford)
Argus Investors' Counsel, Inc. is a large advisory firm based in Stamford. It manages $221.62 million of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and Virginia.
Argus Investors' Counsel provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and please see the "miscellaneous" section of schedule d.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Argus Investors' Counsel: assets under management
The assets under management (AUM) of Argus Investors' Counsel, Inc. is $221.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Argus Investors' Counsel, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Daryl D Coleman serves?
The only and largest group of clients of Daryl D Coleman is investment companies with 6 clients and $14.02 million of assets under management. Among the 9 most similar advisory firms, Argus Investors' Counsel has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $14.02 million for 6 clients. 5% of the firm’s clients are foreign persons or businesses.
Argus Investors' Counsel doesn't advise any private funds.
Careers at Argus Investors' Counsel, Inc.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Daryl D Coleman has been acting as President since 1 Jul 1991. Seth J. Tandlich joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Based in Stamford
The principal office where Argus Investors' Counsel, Inc. performs its advisory services is located at Soundview Plaza, Stamford, CT 06902 3507, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-316-9000 or by fax 203-356-0513. The normal business hours are 9:00 am to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at argusinvest.com.
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