Aegis Wealth Management, Llc, FL — Investment Adviser | BuildTrust

Active

AEGIS WEALTH MANAGEMENT, LLC

Investment AdviceMAITLAND, FL

Assets Under Management

$174.2M

Total AUM

Donut chart: Discretionary 159.2M, Non-Discretionary 15.0M
Category	Value
Discretionary	159.2M
Non-Discretionary	15.0M

Adviser Information

Field	Value
CRD Number	199511
SEC Number	801-96327
Street Address	698 N. MAITLAND AVENUE
Street Address 2	SUITE 102
Location	MAITLAND, FL 32751
Country	United States
Phone	407-831-3660
Total Employees	4

Client Count by Type (179 Total)

Horizontal bar chart: Individuals (other than H… 119, High Net Worth Individual… 60
Category	Value
Individuals (other than H…	119
High Net Worth Individual…	60