AEGIS WEALTH
Tel: 301-664-2313 6903 Rockledge Drive Ste. 530 Bethesda, Maryland 20817
About AEGIS WEALTH
AEGIS WEALTH is a Bethesda, Maryland based financial advisory firm with nearly $698,775,893 in assets under management and provides investment advisory services for 498 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
134429
Firm SEC#:
801-64004
Assets Under Management:
$698,775,893
No. of Clients:
498
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, Other (PORTFOLIO MONITORING & CONSULTING)
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