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Building 2AEGIS WEALTH

Map pinBETHESDA, MD
Phone301-664-2313
NotebookSEC #801-64004
Total AUM
$744.1M
Employees
6
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6903 ROCKLEDGE DRIVE
STE. 530
BETHESDA
MD 20817
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
301-664-2313
Other Offices
2

ReceiptFinancials

Total AUM
$744.1M
Accounts
516
Discretionary
$744.1M
Accounts
516
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$11.2M
HNW Individual Clients
102
AUM
$732.3M
Charitable Organization Clients
1
AUM
$606.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMAMDNENHNYTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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