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
2331 West Lincoln Avenue, Anaheim, CA 92801
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • 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
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 Catanzarite, financial advisor Anaheim CA
Kenneth J. Catanzarite
CRD#: 1193073
2331 West Lincoln Avenue, Anaheim, CA 92801

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, financial advisor Anaheim CA
David M. Piller
CRD#: 2224611
2331 West Lincoln Avenue, Anaheim, CA 92801

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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