AEGIS WEALTH MANAGEMENT, LLC of MAITLAND, FL is an SEC-registered investment adviser (CRD 199511). Regulatory assets under management: $190.4M.
Compensation: Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Megan Rebecca Johnson | CHIEF COMPLIANCE OFFICER | Maitland, FL |
| Thuong Thien Pham | SENIOR PORTFOLIO MANAGER, PARTNER | — |
| Matthew Charles Mcmahan | PRESIDENT, PARTNER | — |
| CASTERLINE SEAN DONOVAN | MANAGING MEMBER; MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | — |
| DYKSTRA CURTIS LEE | MANAGING MEMBER | — |
| PHAM THUONG THIEN | SENIOR PORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER, PARTNER | — |
| Johnson Megan Rebecca | CHIEF COMPLIANCE OFFICER | — |
| MCMAHAN MATTHEW CHARLES | PRESIDENT, PARTNER | — |