Aegis Wealth Advisors. LLC
Aegis Wealth Advisors. LLC (CRD# 136815) is a financial advisory firm headquartered in Hartland, WI. They manage $26,226,199 in 218 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Aegis Wealth Advisors. LLC
By the Numbers
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Total Assets Under Management26MILLION
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Total Number of Accounts218ACCOUNTS
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Average Account Value$120,304
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Aegis Wealth Advisors. LLC
1
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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