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Argentarii

EST. AUM
$431,869,342

CONTACTS
4

CLIENT ACCOUNTS
479

Firm Details

Metro area Cincinnati
CRD Number 332112
Website argentarii.com
Client types

Overview

Argentarii is a SEC-Registered investment advisor fully-aligned family office focused on managing family wealth with a partnership approach built on integrity, care, and trust. They offer a holistic, multifaceted approach to wealth management, emphasizing legacy, impact, and wellbeing beyond just financial accumulation. Their services include private investment, legacy planning, and concierge services to provide comprehensive support for families. They aim to create resilient legacy frameworks and offer white-glove services to handle financial tasks and reporting.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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