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Building 2AEGIS WEALTH MANAGEMENT, LLC

Map pinMAITLAND, FL
Phone407-831-3660
NotebookSEC #801-96327
Total AUM
$190.4M
Employees
4
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
698 N. MAITLAND AVENUE
SUITE 102
MAITLAND
FL 32751
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
407-831-3660

ReceiptFinancials

Total AUM
$190.4M
Accounts
456
Discretionary
$173.1M
Accounts
410
Non-Discretionary
$17.3M
Accounts
46

ContactClients

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Individual Clients
103
AUM
$32.2M
HNW Individual Clients
67
AUM
$154.2M
Corporation or Business Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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