AEGIS WEALTH MANAGEMENT LLC of BETHESDA, MD is an SEC-registered investment adviser (CRD 134429). Regulatory assets under management: $744.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Viveka Marianne Ryn | MEMBER | — |
| Eun Hee Kim | MEMBER | — |
| Paul Adair Meloan | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Jean Marie Hoff | MEMBER | — |
| Michael Alan Treanor | MEMBER | — |
| BEARER MICHAEL FRANCIS | MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| RYN VIVEKA MARIANNE | MEMBER | — |
| KIM EUN HEE | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MELOAN PAUL ADAIR | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| HOFF JEAN MARIE | MEMBER | — |
| TREANOR MICHAEL ALAN | MEMBER | — |