Aegis Wealth Partners, LLC

Aegis Wealth Partners, LLC (CRD# 171693) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $240,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $48,000
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
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

Financial Advisors at Aegis Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David C. Schiller
CRD#: 2794155
7702 E Doubletree Ranch Rd, Suite 300, Scottsdale, AZ 85258
93
Wealthminder
score

David Schiller (CRD# 2794155) is an Investment Advisor Representative working at Aegis Wealth Partners, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.