Aegis Financial

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Aegis Financial — overview

Assets Under Management

Type

Wealth Manager

Location

Oshkosh, WI, US

Alternative Asset Classes

-

About

Aegis Financial is a US-based wealth manager and registered investment advisor. Its services include asset management, financial planning, tax planning, retirement planning, insurance planning, estate planning and portfolio management services. The wealth manager provides advisory services to high-net-worth individuals, trusts, corporations, business entities and charitable organizations.

Aegis Financial - known decision makers (41)

Contact NamePositionLocationEmailTelephoneAsset Class
Associate Financial AdvisorOshkosh, USGEN
Chief Growth OfficerOshkosh, USGEN
Client Service AssociateOshkosh, USGEN
Client Service AssociateOshkosh, USGEN
Client Service AssociateOshkosh, USGEN

Showing 5 of 41 known decision makers Aegis Financial

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