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Yuval Shenkar

Argos Wealth Advisors LLC

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About Yuval Shenkar

Yuval Shenkar is an Investment Advisor Representative at Argos Wealth Advisors LLC, a firm based in Napa, CA. Yuval has been with the firm since June 2013. Yuval holds a Series 65 license.

Firm Information

Yuval Shenkar is currently registered with Argos Wealth Advisors LLC. Argos Wealth Advisors LLC is an investment advisor headquartered in . The firm, which was formed , manages over $829,849,450 in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm's investment advisory services include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Argos Wealth Advisors LLC is registered with the SEC and has a SEC number of 801-68097.

$829.85M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yuval Shenkar’s Registration & Firm History

UT

02/28/2018 - Present

Argos Wealth Advisors LLC (PARK CITY UT)

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Licenses & Designations

IA

Issued 07/27/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yuval Shenkar.
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