Invested Better
Unclaimed

Unclaimed

Unclaimed

Viveka Marianne Ryn

Aegis Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Viveka? Claim Your Profile

About Viveka Marianne Ryn

Viveka Marianne Ryn is an investment advisor representative at Aegis Wealth. Viveka is registered with the state of Maryland and Texas. Viveka Marianne Ryn has been in the industry since February 2005. Aegis Wealth is based in Bethesda, Maryland and offers financial planning services for individuals and businesses. Aegis Wealth has a total of 6 investment advisor representatives. The firm manages over $698,775,893 in assets.

Firm Information

Viveka Ryn is currently registered with Aegis Wealth. 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

% of assets under consultation

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Viveka Ryn’s Registration & Firm History

MD

03/02/2005 - Present

Aegis Wealth (BETHESDA MD)

Not sure if Viveka Marianne Ryn is right for you?

Licenses & Designations

IA

Issued 10/23/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Viveka Marianne Ryn.
Not sure if Viveka Marianne Ryn is right for you?