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AEGIS WEALTH PARTNERS, LLC
CRD 171693
3420 E SHEA BLVD, SUITE 200, PHOENIX, AZ, 85028, United States
Phone
(480) 605-1965
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$926K
Discretionary AUM
$926K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $926K |
All web addresses on file
Official SEC filing: View on IAPD