AEGIS FINANCIAL
Tel: 920-233-4650 530 N Koeller St Oshkosh, Wisconsin 54902
About AEGIS FINANCIAL
AEGIS FINANCIAL is a Oshkosh, Wisconsin based financial advisory firm with nearly $418,956,017 in assets under management and provides investment advisory services for 1781 clients. There are currently 15 financial advisors at the firm.
General Information
Firm CRD#:
305030
Firm SEC#:
801-117229
Assets Under Management:
$418,956,017
No. of Clients:
1781
No. of Advisors:
15
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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