Aegis Investments, Inc.
Firm details
- Headquarters
- St Louis Park, Minnesota
- CRD number
- 16033
- Registered since
- January 29, 1985
- Website
- aegisinvestments.com
Firm profile
FINTRXOverview
Aegis Investments, Inc. is organized as a corporation and is recorded as SEC-registered since 1985. FINTRX flags the firm as individually owned and lists its adviser classification as unclassified. The record indicates the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. There is little granular public detail on the firm’s advisory or business activities in the FINTRX entry, so client segments, fee model and investment focus are not documented in the source data.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jeffrey Ziegler
President, CEOCRD 1442799
Contacts
3 of 5Robert Epps
OwnerCRD 1197563
Linda Ingle
CRD 1297076
James Storholm
OwnerCRD 2310929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St Louis Park, MN
Hennepin
Location
St Louis Park, MN
Headquartered in St Louis Park, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 4915 W 35th St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Ameriprise Financial Services, LLC
Broker-DealerMinneapolis, MN
Van Clemens & Co Incorporated
Broker-DealerMinneapolis, MN
Cliftonlarsonallen Wealth Advisors, LLC
Broker-DealerMinneapolis, MN
AEI Securities, Inc.
Broker-DealerSt Paul, MN
Feltl & Company
Broker-DealerPlymouth, MN
Locorr Distributors, LLC
Broker-DealerExcelsior, MN