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Matthew Charles Mcmahan

AEGIS WEALTH MANAGEMENT, LLC·MAITLAND, Florida
Clean recordAEGIS WEALTH MANAGEMENT, LLC
698 N. MAITLAND AVENUE, MAITLAND, FL 32751CRD# 6524400Firm CRD# 199511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Charles Mcmahan · MAITLAND, FL
Registration
CRD #6524400 · AEGIS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Charles Mcmahan is a registered financial advisor based in MAITLAND, Florida, affiliated with AEGIS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
AEGIS WEALTH MANAGEMENT, LLC
AEGIS WEALTH MANAGEMENT, LLC
AUM
$161M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at AEGIS WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 6524400
Firm CRD# 199511
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Charles Mcmahan offer?
Matthew Charles Mcmahan specializes in Investment Management. Contact their office in MAITLAND, Florida for a consultation.
What are Matthew Charles Mcmahan's credentials?
Matthew Charles Mcmahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Charles Mcmahan located?
Matthew Charles Mcmahan is based in MAITLAND, Florida, working with AEGIS WEALTH MANAGEMENT, LLC. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.
How does Matthew Charles Mcmahan charge for services?
Matthew Charles Mcmahan's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEGIS WEALTH MANAGEMENT, LLC?
AEGIS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Dwight Lee Dykstra
MAITLAND, FL
Thuong Thien Pham
MAITLAND, FL
CFP

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