ARGUS INVESTORS' COUNSEL, INC.

Latest filing: Jan 23, 2025 (85 days ago)

AUM

$164,146,702
15% change vs. 1 year ago
-2% change vs. 3 years ago
-23% change vs. 5 years ago
-46% change vs. 10 years ago

Employee Count

9
29% change vs. 1 year ago
50% change vs. 3 years ago
50% change vs. 5 years ago
50% change vs. 10 years ago

Main Office

NEW YORK, NY
61 BROADWAY, NEW YORK, NY, UNITED STATES, 10006-2761

Client AUM

Discretion AUM
Discretionary $0.2
Non-Discretionary $0.0
Total $0.2
Client AUM
Retail $0.1
Pooled $0.0
Institutional $0.1
Total $0.2
Retail Accounts AUM
Individual 238 $0.1
Average Individual AUM $359,204
HNW 7 $0.0
Average HNW AUM $3,215,168
Retail Total 245 $0.1
Average Retail AUM $440,803

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
THE NORTHERN TRUST COMPANY CHICAGO-IL-USA $0.1
FIDELITY BROKERAGE SERVICES LLC SMITHFIELD-RI-USA $0.1
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $0.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.2
Retail SMA AUM $0.1
Institutional SMA AUM $0.1
Asset Class % AUM
Equity Exch 92% $0.2
Equity Non-Exch 0% $0.0
Govt Agency 3% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 3% $0.0
Other Pools 0% $0.0
Cash 2% $0.0
Other 0% $0.0
Total 100% $0.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

4 active

Name Title
WAGONER, SHARON, D CHAIRMAN, PRESIDENT, SECRETARY AND DIRECTOR
COLEMAN, DARYL, D DIRECTOR
HEAL, KEVIN, MICHAEL CCO

ADVDB.CO • SOURCE: SEC

Representatives

6 active representatives found

Name City State Exams Designations
TAYLOR CONRAD STAMFORD CT S65|2022-05-23
JOHN EADE STAMFORD CT S65|2019-06-06
DONNA PALAIS STAMFORD CT S65|1995-11-17
KEVIN HEAL STAMFORD CT S63|2005-02-03|S65|2019-05-28
RICHARD CIUBA STAMFORD CT S63|2002-02-22|S66|2013-02-22|S65|2020-09-01
SHARON WAGONER STAMFORD CT S65|1995-11-08

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-03-06 $0.2 $0.0 0% 9 0 0%
2024-04-02 $0.1 $0.0 15% 7 2 29%
2023-04-04 $0.1 $0.0 28% 7 2 29%
2022-04-01 $0.2 $0.0 -2% 6 3 50%
2021-04-05 $0.2 -$0.1 -33% 6 3 50%
2020-04-01 $0.2 -$0.1 -23% 6 3 50%
2019-04-01 $0.2 -$0.1 -26% 6 3 50%
2018-04-02 $0.2 $0.0 -22% 5 4 80%
2017-04-01 $0.3 -$0.2 -52% 5 4 80%
2016-04-01 $0.3 -$0.2 -51% 5 4 80%
2015-04-01 $0.3 -$0.1 -46% 6 3 50%
2014-04-01 $1.2 -$1.0 -86% 5 4 80%
2013-04-01 $0.2 -$0.1 -24% 5 4 80%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, CA-02/13/2023, CT-01/11/1998, FL-02/13/2023, NJ-02/13/2023, NY-02/13/2023, OH-02/13/2023, VA-02/28/2012
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV