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AEGIS Financial

EST. AUM
$418,956,017

CONTACTS
1

CLIENT ACCOUNTS
1,781

Firm Details

Metro area Milwaukee
CRD Number 305030
Website aegisfinancialplanners.com
Client types

Overview

Aegis Financial is a Registered Investment Advisor based in Wisconsin, specializing in tax-oriented comprehensive wealth management. The firm prioritizes a client-first approach by integrating forward-thinking tax planning with foundational asset management and financial planning. Aegis Financial targets high-net-worth investors, business owners, and corporate executives, aiming to minimize tax obligations while meeting unique financial objectives. The firm provides multi-level services ranging from personalized investment strategies to enhanced estate and legacy planning.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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