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Aegis Wealth

Headquartered in BETHESDA, MD

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Firm Information

Aegis Wealth is an investment advisor based in Bethesda, MD. The firm manages approximately $698.78 million in assets for 498 clients. Aegis Wealth provides portfolio management services for individuals, businesses, and charitable organizations. They also offer financial planning, selection of other advisors, and portfolio monitoring and consulting services.

Aegis Wealth

6903 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$698.78M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio monitoring & consulting

Portfolio monitoring & consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of assets under consultation

Branch Locations (2)

AEGIS WEALTH has a total of 2 branch locations across the country.
location

BETHESDA, MD

location

Vienna, VA

Advisors at Aegis Wealth

View All 4 Advisors
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Michael Alan Treanor

CFP®, RA

BETHESDA, MD

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Eun Hee Kim

CFP®, RA

BETHESDA, MD

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Andrea Turner McClelland

CFP®, RA

BETHESDA, MD

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Unclaimed
Jean Marie Hoff

RA

BETHESDA, MD

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Viveka Marianne Ryn

RA

BETHESDA, MD

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Disclosures

There are no public disclosures for Aegis Wealth.

Frequently Asked Questions (10)

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