Aegis Wealth Partners, LLC

Aegis Wealth Partners, LLC (CRD# 171693) is a financial advisory firm headquartered in Phoenix, AZ. They manage $750,000 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3420 E Shea Blvd, Suite 200, Phoenix, AZ 85028
https://www.facebook.com/aegiswealth/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $150,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, IL

Financial Advisors at Aegis Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Schiller, financial advisor Phoenix AZ
David C. Schiller
CRD#: 2794155
3420 E Shea Blvd, Suite 200, Phoenix, AZ 85028

David Schiller (CRD# 2794155) is an Investment Advisor Representative working at Aegis Wealth Partners, LLC in Phoenix, AZ and has over 17 years of experience in the finance industry. David Schiller 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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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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