Assets Under Management
$1.4B
Number of Clients
1,733
Number of Advisors
94
Average Client AUM
$826K
AUM per Advisor
$15.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Aegis Capital Corp. provides investment advisory services through both discretionary and non-discretionary accounts. They offer various programs through RBC and AXOS platforms. The firm assists clients in formulating investment objectives and risk tolerance, but clients retain final decision-making authority. Aegis also provides trade execution, clearing, settlement, custody, and reporting services.
1345 Avenue of the Americas, 27th Floor, New York, NY, 10105