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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