Unclaimed Profile

Joseph F Catanzarite

AEGIS ASSET MANAGEMENT INC·ANAHEIM, California

Clean recordAEGIS ASSET MANAGEMENT INC

2331 W LINCOLN AVENUE, ANAHEIM, CA 92801CRD# 4392351Firm CRD# 111413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph F Catanzarite · ANAHEIM, CA

Registration

CRD #4392351 · AEGIS ASSET MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph F Catanzarite is a registered financial advisor based in ANAHEIM, California, affiliated with AEGIS ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

AEGIS ASSET MANAGEMENT INC

AUM

$14M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AEGIS ASSET MANAGEMENT INC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4392351

Firm CRD# 111413

View on FINRA BrokerCheck →

Looking for a financial advisor in ANAHEIM?

Browse all registered financial advisors in ANAHEIM, California or claim this profile if it's yours.

Browse ANAHEIM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joseph F Catanzarite offer?

Joseph F Catanzarite specializes in Investment Management. Contact their office in ANAHEIM, California for a consultation.

What are Joseph F Catanzarite's credentials?

Joseph F Catanzarite is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph F Catanzarite located?

Joseph F Catanzarite is based in ANAHEIM, California, working with AEGIS ASSET MANAGEMENT INC. Their office serves clients in the ANAHEIM metropolitan area and surrounding communities.

How does Joseph F Catanzarite charge for services?

Joseph F Catanzarite's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AEGIS ASSET MANAGEMENT INC?

AEGIS ASSET MANAGEMENT INC has approximately 1 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →