Aegis Wealth Advisors
Investment Management • 
Hartland, Wisconsin, United States • 1-10 Employees
Company overview
| Headquarters | 1208 State Road 83, Hartland, WI 53029, US |
| Phone number | +12623695200 |
| Websites | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Financial Advisor, Annuities, Life Insurance, Investment Advisor, Wealth Manager, Fiduciary Fee Only Advisor, Health Insurance And Medicare Supplement, Retirement Specialist |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Key Contact at Aegis Wealth Advisors
Timothy M. Stasinoulias
Owner,Financial Advisor, Investment Manager, and Retirement Professional
Aegis Wealth Advisors Email Formats
Aegis Wealth Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@aegiswealthadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@aegiswealthadvisors.com | 100% |
About Aegis Wealth Advisors
When it comes to Wealth Management, trust is critical. That’s why we place so much value on the relationships we have with our clients, and view ourselves as your personal expert in all things financial. We will help you develop and implement a plan based on YOUR needs. Aegis Wealth Advisors is a fee-only independent Registered Investment Advisor (RIA) that provides comprehensive wealth management services to private investors. As a Registered Investment Advisor, Aegis Wealth Advisors is regulated by the Wisconsin Department of Financial Institutions (WDFI), as well as other states in which we conduct business. We are required to adhere to stricter standards of fiduciary responsibility than required of a typical Wall Street brokerage firm. As an independent financial advisory firm, we are not affiliated with any major brokerage house, giving us the freedom and objectivity to research a wider spectrum of investment vehicles that are most advantageous for our clients. Our low percentage compensation fees are directly tied to the value of our client accounts, so we have no incentive to sell products. Our only incentive is protect our client's assets and increase the value of their investment portfolio.
Aegis Wealth Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Aegis Wealth Advisors has never raised funding before.
Aegis Wealth Advisors Tech Stack
Discover the technologies and tools that power Aegis Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Web servers
CMS
JavaScript libraries
JavaScript libraries
Miscellaneous
JavaScript frameworks
Page builders
Hosting
JavaScript libraries
Page builders
Ireland
Germany
United Kingdom
Canada
Australia
Frequently asked questions
4.8
40,000 users
