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AEGIS WEALTH MANAGEMENT, LLC
AEGIS WEALTH MANAGEMENT, LLC
MAITLAND, Florida
·
3 registered advisors
·
CRD# 199511
SEC# 801-96327
0
407-831-3660
01
Firm Overview
AUM
$161M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Subscription fees
03
Specialties
Investment Management
04
Advisors at AEGIS WEALTH MANAGEMENT, LLC
3 registered advisors
Dwight Lee Dykstra
MAITLAND, Florida
CRD# 1028210
Matthew Charles Mcmahan
MAITLAND, Florida
CRD# 6524400
Thuong Thien Pham
MAITLAND, Florida
CFP
CRD# 4135539
05
Office Locations
MAITLAND, Florida
3 advisors
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Data sourced from SEC Form ADV filings. AEGIS WEALTH MANAGEMENT, LLC (CRD# 199511) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.