AEGIS FINANCIAL ADVISORS INC
CRD #107629 SEC #801-38791 ALTAMONTE SPRINGS, FL 407-831-3660
SEC Registered
Total AUM
$113M
Discretionary
$1.2M
Employees
3
Clients
11
Accounts
269
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $113M | $1.2M | $111.8M | 3 | 200 |
| Mar 2014 | $106M | $953K | $105.1M | 4 | 200 |
| Mar 2013 | $96.7M | $865K | $95.9M | 4 | 200 |
| Mar 2012 | $92.8M | $561.1K | $92.2M | 1 | 200 |
| Mar 2011 | $90.6M | $379.1K | $90.2M | 5 | -- |
| Jan 2010 | $78M | $84.8K | $77.9M | 5 | -- |
| Mar 2008 | $97.7M | $61.9K | $97.6M | 5 | -- |
| Jan 2006 | $89M | $70K | $88.9M | 5 | -- |
| Feb 2005 | $78.5M | $270K | $78.2M | 5 | -- |
| Dec 2004 | $72.3M | $0 | $72.3M | 5 | -- |
DateMar 2015
Total AUM$113M
Discretionary$1.2M
Non-Disc.$111.8M
Employees3
Clients200
DateMar 2014
Total AUM$106M
Discretionary$953K
Non-Disc.$105.1M
Employees4
Clients200
DateMar 2013
Total AUM$96.7M
Discretionary$865K
Non-Disc.$95.9M
Employees4
Clients200
DateMar 2012
Total AUM$92.8M
Discretionary$561.1K
Non-Disc.$92.2M
Employees1
Clients200
DateMar 2011
Total AUM$90.6M
Discretionary$379.1K
Non-Disc.$90.2M
Employees5
Clients--
DateJan 2010
Total AUM$78M
Discretionary$84.8K
Non-Disc.$77.9M
Employees5
Clients--
DateMar 2008
Total AUM$97.7M
Discretionary$61.9K
Non-Disc.$97.6M
Employees5
Clients--
DateJan 2006
Total AUM$89M
Discretionary$70K
Non-Disc.$88.9M
Employees5
Clients--
DateFeb 2005
Total AUM$78.5M
Discretionary$270K
Non-Disc.$78.2M
Employees5
Clients--
DateDec 2004
Total AUM$72.3M
Discretionary$0
Non-Disc.$72.3M
Employees5
Clients--