Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > virginia > mclean > AEGIS FINANCIAL CORPORATION
AEGIS FINANCIAL CORPORATION
6862 Elm Street
Suite 830
Mclean, Virginia 22101
Tel: 703-528-7788
About AEGIS FINANCIAL CORPORATION
AEGIS FINANCIAL CORPORATION, formally registered with the SEC as AEGIS FINANCIAL CORPORATION. The firm was established in 07/08/1994. They have over 1 offices throughout the country.
AEGIS FINANCIAL CORPORATION is a Mclean, Virginia based Financial Planning firm with nearly $352,674,585 assets under management, offering retirement planning & investment advisory services to 70 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 111587 |
| SEC# | 801-46901 |
| Assets Managed by Firm | $352,674,585 |
| No. of Clients | 70 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 70 | $352,674,585 |
| Individuals (other than high net worth individuals) | 19 | $5,315,942 |
| High net worth individuals | 12 | $16,957,888 |
| Corporations or other businesses | Fewer than 5 clients | $5,765,949 |
More Retirement Planning firms in Mclean, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $63,288,614,312 | 87 | 198 | |
| $38,906,541,054 | 402 | 181 | |
| $30,621,255,853 | 50 | 42 | |
| $24,901,888,467 | 75 | 105 | |
| $17,550,000,000 | 4952 | 67 |
Explore More Retirement Advisors in Mclean, Virginia