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AEGIS FINANCIAL CORPORATION

6862 Elm Street
Suite 830
Mclean, Virginia 22101
Tel: 703-528-7788

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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 $341,413,738 assets under management, offering retirement planning & investment advisory services to 68 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111587
SEC#801-46901
Assets Managed by Firm$341,413,738
No. of Clients68
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total68$341,413,738
Individuals (other than high net worth individuals)17$5,333,212
High net worth individuals11$16,751,727
Corporations or other businessesFewer than 5 clients$5,782,102

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