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Building 2AEGIS FINANCIAL

Map pinOSHKOSH, WI
Phone920-233-4650
NotebookSEC #801-117229
Total AUM
$419M
Employees
13
Clients
512

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 N KOELLER ST
OSHKOSH
WI 54902
United States
Operating Hours
M-TH 8AM-4:30PM, FR 8AM-3PM
Monday - Friday
Phone
920-233-4650
Other Offices
2

ReceiptFinancials

Total AUM
$419M
Accounts
1,781
Discretionary
$415.5M
Accounts
1,768
Non-Discretionary
$3.4M
Accounts
13

ContactClients

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Individual Clients
388
AUM
$118.8M
HNW Individual Clients
111
AUM
$287.5M
Pension/Profit Sharing Plan Clients
3
AUM
$3.4M
Charitable Organization Clients
5
AUM
$3M
Corporation or Business Clients
5
AUM
$6.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLLAMIMNTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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