Aegis Wealth Advisors. LLC
Aegis Wealth Advisors. LLC (CRD# 136815) is a financial advisory firm headquartered in Hartland, WI. They manage $10,500,000 in 95 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts95ACCOUNTS
Average Account Value$110,526
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Timothy Stasinoulias (CRD# 2512733) is an Investment Advisor Representative working at Aegis Wealth Advisors. LLC in Hartland, WI and has over 22 years of experience in the finance industry.