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David Michael Piller

Aegis Asset Management, Inc.

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About David Michael Piller

David Piller is an investment advisor representative with Aegis Asset Management, Inc. located in Anaheim, California. David has been in the financial services industry since 1992. He holds a Series 65 license and is a Chartered Financial Analyst. David has experience providing portfolio management for individuals. He is registered with the state of California.

Firm Information

David Piller is currently registered with Aegis Asset Management, Inc.. Aegis Asset Management, Inc. is an investment advisor registered with the SEC. The firm manages approximately $12,662,039 in assets for 17 clients, including high-net-worth individuals, corporations, and pension plans. They offer portfolio management services for individuals.

$12.66M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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David Piller’s Registration & Firm History

CA

10/04/2019 - Present

Aegis Asset Management, Inc. (ANAHEIM CA)

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Licenses & Designations

IA

Issued 01/08/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1992

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Michael Piller.
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