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Aegis Investments, LLC (Delray Beach)


Aegis Investments, LLC is a related adviser based in Delray Beach. It manages $10 million of regulatory assets for 10,000,000 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.

Aegis Investments provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aegis Investments: assets under management

The assets under management (AUM) of Aegis Investments, LLC is $10 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aegis Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Delray Beach

The principal office where Aegis Investments, LLC performs its advisory services is located at 16260 Via Venetia East, Delray Beach, FL 33484, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-499-8489 or by fax 561-499-8390. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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