Aegis Consulting

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

7077 Bonneval Rd Ste 450, Jacksonville, ...

Phone Number

(904) 650-2122

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Aegis Consulting

Aegis Consulting specializes in full-service financial management, offering services such as wealth management, estate planning, retirement planning, and business exit strategies. The company aims to guide successful families in navigating financial risks and opportunities, ensuring that their financial plans align with their unique personalities and life circumstances. Aegis fosters collaboration among advisors, providing them with support and resources to enhance their service delivery. With a commitment to independence and client-focused solutions, Aegis partners with Commonwealth Financial Network to deliver attentive service and advanced technology.Explore more
Aegis Consulting's Social MediaPopular SearchesAegis ConsultingAegis Consulting Group LLCaegis consulting LLCAegis Consulting IncAgis CorpSIC Code 62,628NAICS Code 52,523Show more

Aegis Consulting Org Chart

PhoneEmail
JM
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Medical Director

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DG
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Director, Investment Services For Mark O'Sick...

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JT
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Practice Manager - Investment Coordinator

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CF
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Practice Manager - Investment Coordinator

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KD
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Practice Manager for Mark O'Sickey

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DB
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Practice Manager

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Compare Similar Companies to Aegis Consulting

Compare insights from companies similar to Aegis Consulting, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aegis Consulting

<$5M
11-50
Private
-
2014
JM
James MossMedical Director
$5.4M
11-50
Private
<$5M
1992
JL
John LayugDirector, Planning & Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
11-50
Private
-
2016
SM
Shane MorrowFounder & CEO, Managing & Partner
<$5M
1-10
Private
-
1989
SH
Steven HoltenInvestment Client Service Associate
<$5M
1-10
Private
-
2003
George Simon, President at Simon Financial Group
George SimonPresident
<$5M
1-10
Private
-
2000
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Aegis Consulting is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Aegis Consulting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Aegis Consulting.

Aegis Consulting Tech Stack

A closer look at the technologies used by Aegis Consulting

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Frequently Asked Questions Regarding Aegis Consulting

What is Aegis Consulting's official website?
Aegis Consulting's official website is www.aegisconsults.com
What is Aegis Consulting's Revenue?
Aegis Consulting's revenue is <$5 Million
What is Aegis Consulting's SIC code?
Aegis Consulting's SIC: 62,628
What is Aegis Consulting's NAICS code?
Aegis Consulting's NAICS: 52,523
How many employees does Aegis Consulting have?
Aegis Consulting has 11-50 employees
What industry does Aegis Consulting belong to?
Aegis Consulting is in the industry of: Finance, Securities Trading
What is Aegis Consulting competition?
Aegis Consulting top competitors include: Burkholder & Associates, Simon Financial Group, Silver Penny Financial, IronBridge Wealth Counsel
What technology does Aegis Consulting use?
Some of the popular technologies that Aegis Consulting uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Aegis Consulting?
Aegis Consulting contact info: Phone number: (904) 650-2122 Website: www.aegisconsults.com
What does Aegis Consulting do?

Aegis Consulting specializes in full-service financial management, offering services such as wealth management, estate planning, retirement planning, and business exit strategies. The company aims to guide successful families in navigating financial risks and opportunities, ensuring that their financial plans align with their unique personalities a... nd life circumstances. Aegis fosters collaboration among advisors, providing them with support and resources to enhance their service delivery. With a commitment to independence and client-focused solutions, Aegis partners with Commonwealth Financial Network to deliver attentive service and advanced technology.Read More

What are Aegis Consulting social media links?
Aegis Consulting Linkedin page
Is Aegis Consulting a public company?
Aegis Consulting is private company therefore does not currently have an official ticker symbol
See more information about Aegis Consulting

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