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Aegis Wealth Advisors Logo
Aegis Wealth Advisors CB Rank
1781608
Heat Score
52
Aegis Wealth Advisors specializes in retirement planning, investment strategies, brokerage, asset management, and fiduciary services.
Founded
obfuscation
Private Hartland, Wisconsin, United States1-10 www.aegiswealthadvisors.com/
Advice
Financial Services
Impact Investing
Professional Services
Wealth Management
Overview

Aegis Wealth Advisors
Heat Score
52

Growth Score
pts
in past quarter
Heat Score 52
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Aegis Wealth Advisors

CB Rank
1781608
Aegis Wealth Advisors specializes in retirement planning, investment strategies, brokerage, asset management, and fiduciary services.
Founded
obfuscation
Private Hartland, Wisconsin, United States1-10 www.aegiswealthadvisors.com/
Advice
Financial Services
Impact Investing
Professional Services
Wealth Management

Details

Legal Name Aegis Wealth Advisors LLC
Operating Status Active
Company Type For Profit
Phone Number +1 262-369-5200
Contact Email info@aegiswi.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that helps clients develop strategies to prepare financially for retirement, ensuring income and asset management during retirement years.
Investment Strategies
A service that builds investment portfolios based on academic research and asset class investing to align with clients' long-term financial goals and risk tolerance.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 4
News
Technology
View Tech Report

IT Spend

$69.1KThis year, Aegis Wealth Advisors is projected to spend $69.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
LG Ads Logo
LG Ads
89
NVIDIA AI Enterprise Logo
NVIDIA AI Enterprise
85
Wearable Technology Logo
Wearable Technology
84

Actively Used Products

13Aegis Wealth Advisors uses 13 technology products and services including HTML5, Wordpress, and  Apache Server, according to G2 Stack.

Active Website Tech Count

3Aegis Wealth Advisors is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  JotForm.
Sub-Organizations
Frequently Asked Questions

Where is Aegis Wealth Advisors's headquarters? Aegis Wealth Advisors is located in Hartland, Wisconsin, United States.Who are Aegis Wealth Advisors's competitors? Alternatives and possible competitors to Aegis Wealth Advisors may include HighTower Advisors, Charles Schwab, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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