Investment adviser · CRD 107629

AEGIS FINANCIAL ADVISORS INC

Investment adviser filing (IA)

ALTAMONTE SPRINGS, FL, United States · Form ADV filed Mar 26, 2015

Regulatory AUM
$113M
Form ADV · Item 5.F
Client accounts
269
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 26, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

300 MAITLAND AVENUE
ALTAMONTE SPRINGS, FL, 32701, United States

CRD 107629

Filing source

Form ADV 886707 · Mar 26, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.