AEGIS WEALTH MANAGEMENT LLC

AEGIS WEALTH
BETHESDA, Maryland·5 registered advisors·CRD# 134429
SEC# 801-640042301-664-2313
01

Firm Overview

AUM
$699M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF ASSETS UNDER CONSULTATION
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at AEGIS WEALTH MANAGEMENT LLC

5 registered advisors
Eun Hee Kim
BETHESDA, Maryland
Jean Marie Hoff
BETHESDA, Maryland
Michael Alan Treanor
BETHESDA, Maryland
CFP
Paul Adair Meloan
BETHESDA, Maryland
Viveka Marianne Ryn
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
5 advisors

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Data sourced from SEC Form ADV filings. AEGIS WEALTH MANAGEMENT LLC (CRD# 134429) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.