Aegis Wealth Management, Llc
Maitland, Florida
AEGIS WEALTH MANAGEMENT, LLC is a reputable investment advisory firm headquartered in Maitland, FL. With over 130 individual clients and more than $134,529,000 in assets under management, Aegis Wealth Management prides itself on providing personalized financial solutions to meet their clients' diverse needs. Operating from a single office, their dedicated team of four employees, including three investment advisors, diligently work to optimize their clients' portfolios and safeguard their financial future.
Specializing in managing assets for high net worth individuals, Aegis Wealth Management boasts an impressive track record of s...
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Assets Under Mgmt
$134.53M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Disclosures
Found to have been involved in a violation of self-regulatory organizations rules
Business denied, suspended, revoked, or restricted by self-regulatory organization or commodities exchange
Disciplined by self-regulatory organization or commodities exchange
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