Aegis Wealth - Investment Advisers
Legal name: Aegis Wealth Management LLC
Investment Adviser headquartered in Bethesda, Maryland · Invest
About Aegis Wealth
Aegis Wealth Management LLC is an investment adviser headquartered in Bethesda, Maryland. The firm reports $744.11 million in regulatory assets under management and has six employees. It describes itself as a fiduciary boutique that offers holistic financial planning and aims to simplify complex financial situations for its clients, who include individuals, multi-generational families, trusts, private foundations and nonprofit organizations. The firm was formed in 2005 by co-founding partners Eun H. (Rachel) Kim, Paul A. Meloan and Viveka M. Ryn, who had previously worked in the personal financial consulting practice at Ernst & Young. Its described services include financial life planning, investment advisory, tax, retirement and estate planning. Jean M. Hoff joined the firm in 2006 and became a principal in 2014. Aegis is one of the investment advisers in Maryland listed in the Directory of US Investment Advisers, a national directory of registered advisory firms.
Key Facts
- Assets Under Management
- $744.11M
- Employees
- 6
- SEC File Number
- 801-64004
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