AEGIS ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- ANAHEIM, California
- CRD number
- 305008
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans44.88%
- HNWI38.63%
- Corporations / Businesses12.69%
- Individuals3.8%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aegis Asset Management, Inc. is a corporation that provides portfolio management services primarily for individuals and small businesses. The firm focuses on a diverse client base that includes both individual and family clients as well as institutional clients. Aegis Asset Management operates under a fee structure based on a percentage of assets under management, which aligns its interests with those of its clients. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Cash & Cash Equivalents29%
Contacts
2 of 2DAVID PILLER
Investment Advisor RepresentativeCRD 2224611
KENNETH CATANZARITE
PresidentCRD 1193073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANAHEIM, CA
ORANGE
Location
ANAHEIM, CA
Headquartered in ANAHEIM, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 2331 W Lincoln Ave
- Time zone
- PT (UTC-8)
- Office locations
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