Aegis Wealth
Aegis Wealth (CRD# 134429) is a financial advisory firm headquartered in Bethesda, MD. They manage $602,551,881 in 480 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management603MILLION
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Total Number of Accounts480ACCOUNTS
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Average Account Value$1,255,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, DC, FL, MD, NH, NY, TX, VA
Jean Hoff (CRD# 5369462) is an Investment Advisor Representative working at Aegis Wealth in Bethesda, MD and has over 16 years of experience in the finance industry.
Eun Kim (CRD# 4539304) is an Investment Advisor Representative working at Aegis Wealth in Bethesda, MD and has over 22 years of experience in the finance industry.
Viveka Ryn (CRD# 4601816) is an Investment Advisor Representative working at Aegis Wealth in Bethesda, MD and has over 22 years of experience in the finance industry.
Mike Treanor, CERTIFIED FINANCIAL PLANNER™ (CFP®), is a Wealth Advisor at Aegis Wealth Management, LLC. Mike works closely with individuals and families on investment management strategies as well as the development and ongoing monitoring of comprehensive financial plans.
Prior to joining Aegis, Mike spent seven years as a portfolio analyst at an independent financial planning firm in Washington, D.C. serving clients in the greater DC region. Mike graduated from Towson University with a BA in Economics. He lives with his wife Jessica, daughters Lily & Layla, and dog Cali in North Potomac, MD.
In his spare time, Mike enjoys spending his weekends at the beach with family and friends.
Aegis Wealth Management
6903 Rockledge Drive, Suite 940
Bethesda, MD 20817
Phone: 240-482-2566 [email protected]
Andrea McClelland (CRD# 7545055) is an Investment Advisor Representative working at Aegis Wealth in Bethesda, MD and has 1 year of experience in the finance industry.