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Building 2AEGIS WEALTH MANAGEMENT, INC.

Map pinGUTHRIE CENTER, IA
Phone(833) 483-8383
NotebookSEC #801-117179
Total AUM
$216.5M
Employees
27
Clients
2,350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
317 STATE STREET
GUTHRIE CENTER
IA 50115
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(833) 483-8383
Other Offices
26

ReceiptFinancials

Total AUM
$216.5M
Accounts
2,350
Discretionary
$216.5M
Accounts
2,350
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,334
AUM
$189.5M
HNW Individual Clients
16
AUM
$27M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARES IN FEES PAID TO THIRD PARTY ADVISERS

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTFLHIIAIDINKSMAMDMIMONHNJNYOHOKORSCTXUTVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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