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AEGIS WEALTH MANAGEMENT, INC.
Tel: (833) 483-8383
317 State Street Guthrie Center, Iowa 50115
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT, INC. is a Guthrie Center, Iowa based financial advisory firm with nearly $143,104,727 in assets under management and provides investment advisory services for 1742 clients. There are currently 30 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (SHARES IN FEES PAID TO THIRD PARTY ADVISER
Firm CRD#:
301990
SEC#:
801-117179
No. of Clients:
1742
Assets under Management
$143,104,727
No. of Advisors:
30
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