AEGIS WEALTH MANAGEMENT, INC.
Tel: (833) 483-8383 317 State Street Guthrie Center, Iowa 50115
About 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
Firm CRD#:
301990
Firm SEC#:
801-117179
Assets Under Management:
$143,104,727
No. of Clients:
1742
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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