SEC CRD #801-96327
Aegis Wealth Management LLC. 698 N. Maitland Avenue, Suite 102, Maitland, FL. We are a leading independent wealth management firm. Call Now → Planning Services Offered Estate. Financial. Investment. Retirement. Tax. AEGIS WEALTH MANAGEMENT, LLC is a MAITLAND, FL-based registered investment adviser managing $190M in assets with 4 employees (CRD #199511). Aegis Wealth Management, LLC is located at 698 N. Maitland Avenue, Maitland, FL. The firm employs 3 financial advisors to manage client portfolios and provide ...
MEGAN JOHNSON
CCO
📞 (407) 831-3660
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AUM
$190M
Location
MAITLAND, FL
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