Aegis Capital Management, LLC

Aegis Capital Management, LLC (CRD# 115196) is a financial advisory firm headquartered in Santa Fe, NM. They manage $30,236,481 in 96 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $314,963
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

NM

Financial Advisors at Aegis Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William D. Leslie
CRD#: 1149208
906 S. St. Francis Drive, Suite C, Santa Fe, NM 87505
93
Wealthminder
score

William Leslie (CRD# 1149208) is an Investment Advisor Representative working at Aegis Capital Management, LLC in Santa Fe, NM and has over 34 years of experience in the finance industry.

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