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ARGENTUM FINANCIAL PARTNERS, LLC

Company Details

Entity Name: ARGENTUM FINANCIAL PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 28 Oct 2014 (Companies founded in October 2014)
Business ALEI: 1158315
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 10 TOWER LANE SUITE 335, AVON, CT, 06001, United States
Mailing address: 10 TOWER LANE SUITE 335, AVON, CT, United States, 06001
ZIP code: 06001 (Companies in Hartford, 06001)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: ariel.stein@raymondjames.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ARGENTUM FINANCIAL PARTNERS, LLC 401(K) PLAN 2023 472195065 2024-04-23 ARGENTUM FINANCIAL PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8604707474
Plan sponsor’s address 10 TOWER LANE, SUITE 335, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2024-04-23
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature
ARGENTUM FINANCIAL PARTNERS, LLC 401(K) PLAN 2022 472195065 2023-07-17 ARGENTUM FINANCIAL PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8604707474
Plan sponsor’s address 10 TOWER LANE, SUITE 335, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2023-07-17
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature
ARGENTUM FINANCIAL PARTNERS, LLC 401(K) PLAN 2021 472195065 2022-06-20 ARGENTUM FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8604707474
Plan sponsor’s address 10 TOWER LANE, SUITE 335, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2022-06-20
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature
ARGENTUM FINANCIAL PARTNERS, LLC 401(K) PLAN 2020 472195065 2021-05-17 ARGENTUM FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8604707474
Plan sponsor’s address 10 TOWER LANE, SUITE 335, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2021-05-17
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature
ARGENTUM FINANCIAL PARTNERS, LLC 401(K) PLAN 2019 472195065 2020-06-15 ARGENTUM FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8604707474
Plan sponsor’s address 10 TOWER LANE, SUITE 335, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2020-06-15
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature
ARGENTUM FINANCIAL PARTNERS, LLC 401(K) PLAN 2018 472195065 2019-05-06 ARGENTUM FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8604707474
Plan sponsor’s address 10 TOWER LANE, SUITE 335, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2019-05-06
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature
ARGENTUM FINANCIAL PARTNERS, LLC 401(K) PLAN 2017 472195065 2018-06-18 ARGENTUM FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8604707474
Plan sponsor’s address 10 TOWER LANE, SUITE 335, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2018-06-18
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-18
Name of individual signing ARGENTUM FINANCIAL PARTNERS
Valid signature Filed with authorized/valid electronic signature
ARGENTUM FINANCIAL PARTNERS, LLC 401(K) PLAN 2016 472195065 2017-05-24 ARGENTUM FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8604707474
Plan sponsor’s address 10 TOWER LANE, SUITE 335, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2017-05-24
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-24
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature
ARGENTUM FINANCIAL PARTNERS, LLC 401(K) PLAN 2015 472195065 2016-06-13 ARGENTUM FINANCIAL PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8604707474
Plan sponsor’s address 10 TOWER LANE, SUITE 335, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2016-06-13
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-13
Name of individual signing JEFFREY STEIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JEFFREY T. STEIN Agent 10 TOWER LANE, Suite 335, AVON, CT, 06001, United States 10 TOWER LANE, Suite 335, AVON, CT, 06001, United States +1 860-573-0242 ariel.stein@raymondjames.com 913 Highcroft Pl, Weatogue, CT, 06089-7920, United States

Officer

Name Role Business address Phone E-Mail Residence address
JEFFREY T. STEIN Officer 10 TOWER LANE, Suite 335, AVON, CT, 06001, United States +1 860-573-0242 ariel.stein@raymondjames.com 913 Highcroft Pl, Weatogue, CT, 06089-7920, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012262181 2024-01-24 No data Annual Report Annual Report No data
BF-0011203098 2023-03-07 No data Annual Report Annual Report No data
BF-0010259248 2022-03-28 No data Annual Report Annual Report 2022
0007129360 2021-02-05 No data Annual Report Annual Report 2021
0006744081 2020-02-06 No data Annual Report Annual Report 2020
0006361302 2019-02-05 No data Annual Report Annual Report 2019
0006342677 2019-01-29 No data Annual Report Annual Report 2018
0006012797 2018-01-17 No data Annual Report Annual Report 2017
0005668568 2016-10-06 No data Annual Report Annual Report 2016
0005531591 2016-04-08 No data Annual Report Annual Report 2015

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website