AEGIS WEALTH - Financial Advisor in Maryland, Bethesda

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

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, Other (PORTFOLIO MONITORING & CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (% OF ASSETS UNDER CONSULTATION)

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