AEGIS FINANCIAL ADVISORY

AEGIS FINANCIAL ADVISORY of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 137602).

Registration

• CRD: 137602
• Type: Registered investment adviser
• Location: 5200 MEADOWS RD, LAKE OSWEGO, OR, 97035
• Phone: 5032901089
• Latest filing: 2026-06-19
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137602 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search