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Aegis Investment Management, LLC

Aegis Investment Management, LLC. CRD 300985

Aegis Investment Management, LLC logo

CRD: 300985

Aegis Investment Management, LLC

RED Wing, MN, 55066
6128750105
aegis-invest.com
$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers ยท Tiaa
Clients
Retail
Platforms
--
Established Date
10-01-2019
Office Locations
1

Office Locations

406 Main Street STE B RED Wing MN

About Aegis Investment Management, LLC

Aegis Investment Management, LLC is an owner-led RIA in Red Wing, MN serving retail clients, including entrepreneurs. The firm provides investment management and financial planning with portfolio construction, tax and estate/charitable planning, and insurance guidance. Portfolios emphasize risk-managed fixed income (notably U.S. government/agency bonds) alongside ETFs and mutual funds, with custody including Interactive Brokers and TIAA.

Team overview

-- AVG AGE
$14.3M AVG AUM / ADVISOR
$548.8K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Radial vertex

Client Personas

Momentum

Custodian

Fusion ember Vital Frontier Meridian pioneer

Investment Themes

Timber fusion Oak wave

Investment Vehicles

Capital Prime

Platform

Summit alpha

Services

Quantum Vector Unison Glacier Delta summit Glacier radial

Owner & Executives

N

NATHAN JOHN OSTERTAG

Chief Executive Officer, Principal

CRD
#2453974
Ownership
75% or more
(777) 826-2518
crest.vital@summitcapital.com
in linkedin.com/in/pathway-bridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $14,269,235 --
Non-Discretionary $0 --
Total $14,269,235 --

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Separately Managed Accounts

Total SMA Asset: $14,269,235

$14.3M Total SMA
Equity - Exchange:
18.0%
U.S. Government/Agency:
61.4%
Cash:
20.6%
Asset class Assets Assets %
Equity - Exchange $1,000,387,468 18.0%
U.S. Government/Agency $3,412,432,809 61.4%
Cash $1,144,887,881 20.6%
Total $5,557,708,158 100.0%

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