Aegis Wealth Management, LLC
Aegis Wealth Management, LLC (CRD# 199511) is a financial advisory firm headquartered in Maitland, FL. They manage $134,529,157 in 454 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management135MILLION
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Total Number of Accounts454ACCOUNTS
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Average Account Value$296,320
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
Christine Carlson (CRD# 2773014) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Maitland, FL and has over 27 years of experience in the finance industry.
Matthew McMahan (CRD# 6524400) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Maitland, FL and has over 8 years of experience in the finance industry.
Thuong Pham (CRD# 4135539) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Maitland, FL and has 1 year of experience in the finance industry.