The AEGIS WEALTH MANAGEMENT is a privately held investment adviser that advises $406.84mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. AEGIS WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 95.56% over the last 5-years.
The Group has been registered with the SEC for 11.18 years and is comprised of 2 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 317 STATE STREET, GUTHRIE CENTER, IOWA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 31 employees comprised of 30 investment and 1 non-investment staff. The total number of Employees decreased by 8.82% over the last 5-years.
Their $406.84mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $221.69mn or 54.49% of Total Assets and High Net Worth Individuals own $181.19mn or 44.54% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
AEGIS WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.