Aegis Wealth Advisors. LLC

Aegis Wealth Advisors. LLC (CRD# 136815) is a financial advisory firm headquartered in Hartland, WI. They manage $24,000,985 in 225 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $106,671
Compensation Options
  • A percentage of assets under your management
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.

WI

Financial Advisors at Aegis Wealth Advisors. LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy M. Stasinoulias
CRD#: 2512733
1208 State Road 83, Hartland, WI 53029

Timothy Stasinoulias (CRD# 2512733) is an Investment Advisor Representative working at Aegis Wealth Advisors. LLC in Hartland, WI and has over 29 years of experience in the finance industry.

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