AEGIS WEALTH MANAGEMENT, LLC

698 N. Maitland Avenue
Suite 102
Maitland, Florida 32751
Tel: 407-831-3660

About AEGIS WEALTH MANAGEMENT, LLC

AEGIS WEALTH MANAGEMENT, LLC, formally registered with the SEC as AEGIS WEALTH MANAGEMENT, LLC. The firm was established in 05/29/2015. They have over 1 offices throughout the country.

AEGIS WEALTH MANAGEMENT, LLC is a Maitland, Florida based Financial Planning firm with nearly $160,766,736 assets under management, offering retirement planning & investment advisory services to 477 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	199511
SEC#	801-96327
Assets Managed by Firm	$160,766,736
No. of Clients	477
No. of Advisors	4

Fee Structure

Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	477	$160,766,736
Individuals (other than high net worth individuals)	122	$34,840,192
High net worth individuals	61	$122,523,194
Corporations or other businesses	Fewer than 5 clients	$3,403,350

More Retirement Planning firms in Maitland, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Maitland, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.