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Building 2AEGIS FINANCIAL ADVISORS INC

Map pinALTAMONTE SPRINGS, FL
Phone407-831-3660
NotebookSEC #801-38791
Total AUM
$113M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 MAITLAND AVENUE
ALTAMONTE SPRINGS
FL 32701
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
407-831-3660

ReceiptFinancials

Total AUM
$113M
Accounts
269
Discretionary
$1.2M
Accounts
21
Non-Discretionary
$111.8M
Accounts
248

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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