AEGIS ASSET MANAGEMENT, INC.

AEGIS ASSET MANAGEMENT, INC. of ANAHEIM, CA is an SEC-registered investment adviser (CRD 305008). Regulatory assets under management: $9.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 305008
• Type: Registered investment adviser
• Location: 2331 WEST LINCOLN AVENUE, ANAHEIM, CA, 92801
• Phone: 714-635-9900
• Latest filing: 2026-06-23
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 3
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305008 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search