| Name | Title | Ownership | Since |
|---|---|---|---|
| Eun Hee Kim Control | Member | 25-50% | 2005 |
| Jean Marie Hoff | Member | Under 5% | 2020 |
| Michael Alan Treanor | Member | Under 5% | 2020 |
Aegis Wealth Management LLC reports $708 million in regulatory assets under management on its Form ADV.
Aegis Wealth Management LLC reports 6 employees.
Aegis Wealth Management LLC is based in Bethesda, MD and has been SEC-registered since 2005.
Aegis Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6903 Rockledge Drive, Ste. 530, Bethesda, MD 20817 |
| Phone | 301-664-2313 |
| Fax | 301-664-2313 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1628818 |
| Discloses disciplinary history | No |
| Discretionary | $708M |
| Non-discretionary | $0 |
| Total (RAUM) | $708M |