Aegis Investments, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
St Louis Park, Minnesota
CRD number
16033
Registered since
January 29, 1985

Firm profile

FINTRX

Overview

Aegis Investments, Inc. is organized as a corporation and is owned by an individual. Publicly available profile fields classify the firm as "Unclassified" and show it does not operate as a capital allocator. The firm does not identify itself as an active ESG investor, nor as a multistate or newly formed adviser; it is also not listed as a pension consultant or a related adviser. The FINTRX snapshot includes limited descriptive detail about the firm's business lines, advisory activities, client segments, or fee structure, so the firm's market positioning and service offering are not documented in this dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jeffrey Ziegler

    President, CEOCRD 1442799

Contacts

3 of 5
  • Robert Epps

    OwnerCRD 1197563

  • Linda Ingle

    CRD 1297076

  • James Storholm

    OwnerCRD 2310929

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

St Louis Park, MN

Hennepin

Location

St Louis Park, MN

Headquartered in St Louis Park, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
4915 W 35th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth