Aegis Wealth Management

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

317 State St, Guthrie Center, Iowa, 5011...

Phone Number

(833) 483-8383

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Aegis Wealth Management

© 2020 Aegis Wealth Management, LLC. For financial professional use only. Not intended for use by the general public. The information provided herein is the exclusive property of Aegis Wealth management, Inc., and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. All offers, promotions, and programs are conditional and only available to advisors in good standing. Advisory services are offered through Aegis Wealth Management, LLC. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.Explore more
Aegis Wealth Management's Social MediaPopular SearchesAegis Wealth Management LLCAegis Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Aegis Wealth Management Org Chart

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Managing Director

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Portfolio Manager

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Managing Partner

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Financial Advisor

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Compare Similar Companies to Aegis Wealth Management

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Number of Employees

Type

Funding

Founded In

Top Executive

Aegis Wealth Management

<$5M
1-10
Private
-
-
RR
Rick RumelhartManaging Director
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
11-50
Private
<$5M
2018
OT
Orest TarabanDirector, Growth, Risk & Optimization
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2020
JB
Justin BodnarCo-Founder & Vice President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Aegis Wealth Management Tech Stack

A closer look at the technologies used by Aegis Wealth Management

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Frequently Asked Questions Regarding Aegis Wealth Management

What is Aegis Wealth Management's official website?
Aegis Wealth Management's official website is www.aegiswealthmanagement.com
What is Aegis Wealth Management's Revenue?
Aegis Wealth Management's revenue is <$5 Million
What is Aegis Wealth Management's SIC code?
Aegis Wealth Management's SIC: 62,628
What is Aegis Wealth Management's NAICS code?
Aegis Wealth Management's NAICS: 52,523
How many employees does Aegis Wealth Management have?
Aegis Wealth Management has 1-10 employees
What industry does Aegis Wealth Management belong to?
Aegis Wealth Management is in the industry of: Finance, Securities Trading
What is Aegis Wealth Management competition?
Aegis Wealth Management top competitors include: Dowd Financial Group, Dynamic Wealth Solutions, Pathfinder Wealth Advisors, Hohimer Wealth Management
What technology does Aegis Wealth Management use?
Some of the popular technologies that Aegis Wealth Management uses are: reCAPTCHA, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Aegis Wealth Management?
Aegis Wealth Management contact info: Phone number: (833) 483-8383 Website: www.aegiswealthmanagement.com
What does Aegis Wealth Management do?

© 2020 Aegis Wealth Management, LLC. For financial professional use only. Not intended for use by the general public. The information provided herein is the exclusive property of Aegis Wealth management, Inc., and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational a... nd educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. All offers, promotions, and programs are conditional and only available to advisors in good standing. Advisory services are offered through Aegis Wealth Management, LLC. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.Read More

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

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