Aegis Capital Corp

EST. AUM
$1,777,602,590

CONTACTS
14

CLIENT ACCOUNTS
4,218

Firm Details

Metro area New York City
CRD Number 15007
Website aegiscapcorp.com
Client types

Overview

Aegis originated with a focus on addressing the specific needs of its clientele. As client demands expanded, so too did Aegis's product offerings, evolving into a premier full-service investment firm with multiple locations across the United States. The firm delivers quality service through its primary clearing relationship with RBC Clearing & Custody, a subsidiary of the Royal Bank of Canada, a leading global financial services provider. Clients appreciate the security of having their assets held by third-party custodians, and Aegis possesses the practical experience necessary to navigate the challenges faced by today’s industry leaders. Whether clients seek wealth management, retirement services, insurance, investment banking, private banking, or institutional services, Aegis is equipped to assist, ensuring the personalized attention that its diverse clientele expects. Aegis remains committed to its foundational principles, providing investment and wealth management products and services akin to those of large financial institutions, while maintaining the personalized service that clients have come to rely on.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Aegis Capital Corp

Platform Details

Investment Preferences

Alternative Activity

Address

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