Aegis Wealth

Aegis Wealth (CRD# 134429) is a financial advisory firm headquartered in Bethesda, MD. They manage $602,551,881 in 480 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    603
    MILLION
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $1,255,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NH, NY, TX, VA

Financial Advisors at Aegis Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Jean M. Hoff
CRD#: 5369462
6903 Rockledge Dr., Suite 940, Bethesda, MD 20817

Jean Hoff (CRD# 5369462) is an Investment Advisor Representative working at Aegis Wealth in Bethesda, MD and has over 16 years of experience in the finance industry.

2
Eun H. Kim
CRD#: 4539304
6903 Rockledge Drive, Ste. 530, Bethesda, MD 20817

Eun Kim (CRD# 4539304) is an Investment Advisor Representative working at Aegis Wealth in Bethesda, MD and has over 22 years of experience in the finance industry. Eun Kim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Viveka M. Ryn
CRD#: 4601816
Two Democracy Center, 6903 Rockledge Drive, Ste. 940, Bethesda, MD 20817

Viveka Ryn (CRD# 4601816) is an Investment Advisor Representative working at Aegis Wealth in Bethesda, MD and has over 22 years of experience in the finance industry.

4
Michael A. Treanor
CRD#: 5446267
6903 Rockledge Drive, Ste. 530, Bethesda, MD 20817

Mike Treanor, CERTIFIED FINANCIAL PLANNER™ (CFP®), is a Wealth Advisor at Aegis Wealth Management, LLC. Mike works closely with individuals and families on investment management strategies as well as the development and ongoing monitoring of comprehensive financial plans. 

Prior to joining Aegis, Mike spent seven years as a portfolio analyst at an independent financial planning firm in Washington, D.C. serving clients in the greater DC region. Mike graduated from Towson University with a BA in Economics. He lives with his wife Jessica, daughters Lily & Layla, and dog Cali in North Potomac, MD. 

In his spare time, Mike enjoys spending his weekends at the beach with family and friends.

Aegis Wealth Management
6903 Rockledge Drive, Suite 940           
Bethesda, MD 20817
Phone: 240-482-2566                                                                                  [email protected]

5
Andrea T. McClelland
CRD#: 7545055
6903 Rockledge Drive, Ste. 530, Bethesda, MD 20817

Andrea McClelland (CRD# 7545055) is an Investment Advisor Representative working at Aegis Wealth in Bethesda, MD and has 1 year of experience in the finance industry. Andrea McClelland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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