AEGIS WEALTH MANAGEMENT, INC.

317 State Street
Guthrie Center, Iowa 50115
Tel: (833) 483-8383

About AEGIS WEALTH MANAGEMENT, INC.

AEGIS WEALTH MANAGEMENT, INC, formally registered with the SEC as AEGIS WEALTH MANAGEMENT, INC. The firm was established in 08/13/2019. They have over 29 offices throughout the country.

AEGIS WEALTH MANAGEMENT, INC. is a Guthrie Center, Iowa based Financial Planning firm with nearly $143,104,727 assets under management, offering retirement planning & investment advisory services to 1742 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301990
SEC#	801-117179
Assets Managed by Firm	$143,104,727
No. of Clients	1742
No. of Advisors	30

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1742	$143,104,727
Individuals (other than high net worth individuals)	1736	$131,339,758
High net worth individuals	6	$11,764,969

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