Aegis Wealth Management, Inc.
Aegis Wealth Management, Inc. (CRD# 301990) is a financial advisory firm headquartered in Guthrie Center, IA. They manage $134,993,577 in 1,147 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management135MILLION
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Total Number of Accounts1,147ACCOUNTS
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Average Account Value$117,693
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AR, AZ, CA, CO, CT, FL, IA, ID, IN, MA, MI, MO, NH, NY, OH, OK, SC, TX, UT, VA, WI
Lisa Cassidy (CRD# 7198625) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 4 years of experience in the finance industry.
Laura Hutter (CRD# 7415672) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Palm City, FL and has over 2 years of experience in the finance industry.
Nathan Kesling (CRD# 7292118) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Carmel, IN and has over 3 years of experience in the finance industry.
Chad Kopser (CRD# 3190096) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Golden, CO and has over 24 years of experience in the finance industry.
Brian Lipsett (CRD# 7435766) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Denver, CO and has over 2 years of experience in the finance industry.
Griffin Malatino (CRD# 7608888) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Denver, CO and has 1 year of experience in the finance industry.
Anthony Pisani (CRD# 6460411) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Shelton, CT and has over 8 years of experience in the finance industry.
Hunter Pistole (CRD# 7496102) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 2 years of experience in the finance industry.
Richard Spencer (CRD# 1819456) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Tewksbury, MA and has over 10 years of experience in the finance industry.
David Stanley (CRD# 7286526) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 3 years of experience in the finance industry.