Aegis Investment Management, LLC

Aegis Investment Management, LLC (CRD# 300985) is a financial advisory firm headquartered in Red Wing, MN. They manage $11,107,000 in 47 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
406 Main Street, Ste B, Red Wing, MN 55066
https://www.aegis-invest.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $236,319
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

MN, TX

Financial Advisors at Aegis Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nathan Ostertag, financial advisor Red Wing MN
Nathan J. Ostertag
CRD#: 2453974
406 Main Street, Ste B, Red Wing, MN 55066

Nathan Ostertag (CRD# 2453974) is an Investment Advisor Representative working at Aegis Investment Management, LLC in Red Wing, MN 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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