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| Aegis Wealth Group LLC
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| |
|---|---|
| CRD # | 222515 |
| SEC # | 801-116983 |
| CIK # | |
| AUM | $156.2 MM (2024-08-11) |
| Employees | 19 (79% Investors, 47% Brokers) |
| Phone | 801-545-8706 |
| Address | 6900 South 900 East Midvale, UT 84047 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 746 | 85.9 |
| (b) Individuals (high net worth individuals) | 59 | 68.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,737 | 156.2 |
| By Discretionary | ||
| Discretionary | 1,736 | 156.2 |
| Non-Discretionary | 1 | 0.1 |
| Total | 1,737 | 156.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.2 | |
| Total | 1,737 | 156.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Research & Management Corp
✚
|
OR | 0.2 |
|
Brucke Financial Inc
✚
|
IN | 0.2 |
|
Quest 10 Wealth Builders Inc
✚
|
NC | 0.2 |
|
Heritage Financial Advisors LLC
✚
|
OH | 0.2 |
|
Clearbrook Investment Solutions LLC
✚
|
NY | 0.2 |
|
Barnett & Co Inc
✚
|
TN | 0.2 |
|
Nestlerode & LOY Inc
✚
|
PA | 0.2 |
|
Bay Capital Advisors LLC
✚
|
VA | 0.2 |
|
Arlington Capital Management Inc
✚
|
IL | 0.2 |
|
Specialized Retirement Consultants LLC
✚
|
MI | 0.2 |