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AEGIS WEALTH MANAGEMENT, LLC

Tel: 407-831-3660
698 N. Maitland Avenue
Suite 102
Maitland, Florida  32751

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AEGIS WEALTH MANAGEMENT, LLC

AEGIS WEALTH MANAGEMENT, LLC is a Maitland, Florida based financial advisory firm with nearly $160,766,736 in assets under management and provides investment advisory services for 477 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

Fixed fees

Firm CRD#:

199511

SEC#:

801-96327

No. of Clients:

477

Assets under Management

$160,766,736

No. of Advisors:

4

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