Aegis Investments, Inc.

Broker-DealerFINRA MemberEst. 1985
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 recorded as SEC-registered since 1985. FINTRX flags the firm as individually owned and lists its adviser classification as unclassified. The record indicates the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. There is little granular public detail on the firm’s advisory or business activities in the FINTRX entry, so client segments, fee model and investment focus are not documented in the source data.

Assets & Accounts

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

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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