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Home > Retirement Planners > florida > maitland > AEGIS WEALTH MANAGEMENT, LLC
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 |
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