Aegis Asset Management Inc.

Aegis Asset Management Inc. (CRD# 111413) is a financial advisory firm headquartered in Anaheim, CA. They manage $8,761,087 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $350,443
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Aegis Asset Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth J. Catanzarite
CRD#: 1193073
2331 W Lincoln Avenue, Anaheim, CA 92801
96
Wealthminder
score

Kenneth Catanzarite (CRD# 1193073) is an Investment Advisor Representative working at Aegis Asset Management Inc. in Anaheim, CA and has over 34 years of experience in the finance industry.

2
David M. Piller
CRD#: 2224611
2331 W Lincoln Avenue, Anaheim, CA 92801
96
Wealthminder
score

David Piller (CRD# 2224611) is an Investment Advisor Representative working at Aegis Asset Management Inc. in Anaheim, CA and has over 21 years of experience in the finance industry.

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