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AEGIS ASSET MANAGEMENT, INC.
CRD 305008
2331 WEST LINCOLN AVENUE, ANAHEIM, CA, 92801, United States
Phone
714-635-9900
Fax
714-520-0680
Registration
— (—)
Source
State registered
Total AUM
$11.5M
Discretionary AUM
$11.5M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-06-24
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $436K |
| High net worth individuals | 5 | $4.4M |
| Pension/profit sharing plans | 6 | $5.1M |
| Corporations/business entities | 1 | $1.5M |
Official SEC filing: View on IAPD