AEGIS WEALTH MANAGEMENT, INC. - Financial Advisor in Iowa, Guthrie Center

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

No. of Advisors:

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 ADVISERS)

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