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).
Total Assets Under Management0MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$48,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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.