A
$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
3 Employees
10 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-1992
- Office Locations
- 1
Office Locations
2331 West Lincoln Avenue Anaheim CA
About Aegis Asset Management, Inc.
Aegis Asset Management, Inc. is a Anaheim-based RIA. The firm has been operating for 33 years. Managing $9.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$9.2M AVG AUM / ADVISOR
$920.6K AVG AUM / CLIENT
20.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KENNETH JOSEPH CATANZARITE
Chief Executive Officer, President
- CRD
- #1193073
- Ownership
- 25% but less than 50%
Available
Available
Available
D
DAVID MICHAEL PILLER
Chief Compliance Officer, EVP
- CRD
- #2224611
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,206,447 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,206,447 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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