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AEGIS FINANCIAL ADVISORY
AEGIS FINANCIAL ADVISORY, LLC
CRD 137602
5200 MEADOWS RD, SUITE 150, LAKE OSWEGO, OR, 97035, United States
Phone
5032901089
Fax
866-204-8647
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 31 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPublication of periodicalsEducational seminarsTAX PREPARATION
All web addresses on file
- HTTP://WWW.AEGISADVISORY.COM
- https://rssa.com/analyst/Joseph-Alfonso/
- https://www.napfa.org/firm/5384/7838
- https://www.xyplanningnetwork.com/advisors/joseph-alfonso-cfp-chfc/
- https://www.yelp.com/biz/aegis-financial-advisory-lake-oswego-2
- https://www.yelp.com/biz/aegis-financial-advisory-cupertino-2
- https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/5fe726bf-d844-464c-ae04-5d492384d881
- https://www.feeonlynetwork.com/financial-advisor/joseph-alfonso/
- HTTPS://WWW.FACEBOOK.COM/AEGISADVISORY/
Official SEC filing: View on IAPD