Aegis Wealth Partners, LLC

Aegis Wealth Partners, LLC (CRD# 171693) is a financial advisory firm headquartered in Phoenix, AZ. They manage $289,191 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
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $57,838
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)
  • Educational seminars/workshops
Types of Clients
Registered States
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 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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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