Aegis Capital Management, Inc.

at 2758 Piedmont Ave, Berkeley , 94705 United States

1. Investing Service
2. Financial Planning
3. Professional Service

For nearly three decades, Aegis Capital Management, Inc. has provided comprehensive financial management for high net worth individuals. Our goal is to ensure that you never outlive your wealth. We are compensated on a fee-only basis.

Description

I have a unique background that allows me to leverage institutional quality expertise in working with individuals to help them create an ideal retirement lifestyle either through asset management, wealth management and/or retirement planning. My qualifications include the CFA designation, work experience with Morgan Stanley Institutional, 30 years direct industry experience, MBA from UC Berkeley and membership in NAPFA.

Opening time

• Mondays: 09:00- 17:00
• Tuesdays: 09:00- 17:00
• Wednesdays: 09:00- 17:00
• Thursdays: 09:00- 17:00
• Fridays: 09:00- 17:00

Company Rating

80 FB users likes Aegis Capital Management, Inc., set it to 21 position in Likes Rating for Oakland, California in Professional Service category

Summary

Aegis Capital Management, Inc. is Oakland based place and this enity listed in Financial Planning category. Located at 2758 Piedmont Ave CA 94705. Contact phone number of Aegis Capital Management, Inc.: (510) 655-9333