Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > oshkosh > AEGIS FINANCIAL
AEGIS FINANCIAL
530 N Koeller St
Oshkosh, Wisconsin 54902
Tel: 920-233-4650
About AEGIS FINANCIAL
AEGIS FINANCIAL, formally registered with the SEC as AEGIS FINANCIAL. The firm was established in 08/21/2019. They have over 3 offices throughout the country.
AEGIS FINANCIAL is a Oshkosh, Wisconsin based Financial Planning firm with nearly $418,956,017 assets under management, offering retirement planning & investment advisory services to 1781 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305030 |
| SEC# | 801-117229 |
| Assets Managed by Firm | $418,956,017 |
| No. of Clients | 1781 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1781 | $418,956,017 |
| Individuals (other than high net worth individuals) | 388 | $118,822,236 |
| High net worth individuals | 111 | $287,486,088 |
| Pension and profit sharing plans | 3 | $3,428,007 |
| Charitable organizations | 5 | $3,029,916 |
| Corporations or other businesses | 5 | $6,189,770 |
More Retirement Planning firms in Oshkosh, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Oshkosh, Wisconsin