AEGIS WEALTH

6903 Rockledge Drive
Ste. 530
Bethesda, Maryland 20817
Tel: 301-664-2313

About AEGIS WEALTH

AEGIS WEALTH, formally registered with the SEC as AEGIS WEALTH. The firm was established in 02/28/2005. They have over 3 offices throughout the country.

AEGIS WEALTH is a Bethesda, Maryland based Financial Planning firm with nearly $698,775,893 assets under management, offering retirement planning & investment advisory services to 498 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134429
SEC#	801-64004
Assets Managed by Firm	$698,775,893
No. of Clients	498
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (% OF ASSETS UNDER CONSULTATION)

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
Other (PORTFOLIO MONITORING & CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	498	$698,775,893
Individuals (other than high net worth individuals)	24	$10,050,980
High net worth individuals	112	$688,314,769
Charitable organizations	Fewer than 5 clients	$410,144

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