Aegis Financial is a small investment advisory firm based out of Oshkosh, WI, with three offices. With a total of 14 employees, four of whom provide investment advisory services, Aegis Financial is dedicated to offering expert financial guidance and managing assets for individuals and employer 401Ks. They possess extensive experience in this space and have successfully built a client base of over 480 individuals, with assets under management exceeding $306,196,000.
Aegis Financial prides itself on its knowledgeable team of advisors, including some of the longest-tenured professionals in the firm such as Brian Rogers, Michael Donn...
See more
Loading...
Assets Under Mgmt
$306.2M
Investment Professionals
4
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.