Michael TreanorCRD Number: 5446267
Current Firm: Aegis Wealth Management LLC
Compensation Model: Fee Only
Mike Treanor, CERTIFIED FINANCIAL PLANNER™ (CFP®), is a Wealth Advisor at Aegis Wealth Management, LLC. Mike works closely with individuals and families on investment management strategies as well as the development and ongoing monitoring of comprehensive financial plans.
Prior to joining Aegis, Mike spent seven years as a portfolio analyst at an independent financial planning firm in Washington, D.C. serving clients in the greater DC region. Mike graduated from Towson University with a BA in Economics. He lives with his wife Jessica, daughters Lily & Layla, and dog Cali in North Potomac, MD.
In his spare time, Mike enjoys spending his weekends at the beach with family and friends.
Aegis Wealth Management
6903 Rockledge Drive, Suite 940
Bethesda, MD 20817
Phone: 240-482-2566 [email protected]
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Aegis Wealth Management LLC||Bethesda, MD||Nov 2013 - Current||4|
|Commonwealth Financial Newtork||Waltham, MA||Jul 2009 - Nov 2013||4|
|Armstrong, Fleming And Moore, Inc.||Washington, DC||Aug 2006 - Nov 2013||7|
|Fsc Securities Corporation||Washington, DC||Oct 2007 - Jul 2009||1|
Total Assets Under Management555MILLIONS
Total Number of Accounts463ACCOUNTS
Average Account Value$1,199,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, MD, NH, TX, VA
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