6862 Elm Street
Suite 830
Mclean, Virginia 22101
Tel: 703-528-7788
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 111587 |
SEC# | 801-46901 |
Assets Managed by Firm | $341,413,738 |
No. of Clients | 68 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 68 | $341,413,738 |
Individuals (other than high net worth individuals) | 17 | $5,333,212 |
High net worth individuals | 11 | $16,751,727 |
Corporations or other businesses | Fewer than 5 clients | $5,782,102 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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