Aegis Asset Management, Inc.
Aegis Asset Management, Inc. (CRD# 305008) is a financial advisory firm headquartered in Anaheim, CA. They manage $10,636,628 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Aegis Asset Management, Inc.
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts17ACCOUNTS
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Average Account Value$625,684
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Aegis Asset Management, Inc.
1
Kenneth Catanzarite (CRD# 1193073) is an Investment Advisor Representative working at Aegis Asset Management, Inc. in Anaheim, CA and has over 40 years of experience in the finance industry.
2
David Piller (CRD# 2224611) is an Investment Advisor Representative working at Aegis Asset Management, Inc. in Anaheim, CA and has over 28 years of experience in the finance industry.
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