I am a Portland, Oregon area (Lake Oswego) fee-only financial planner offering comprehensive financial planning services to individuals, families and small business owners. My firm takes a client-centered approach and crafts solutions that are technically sophisticated and artfully structured to truly reflect client's priorities and values. Our goal is to be a trusted resource, advocate and guide through all of life's transitions, both expected and not.In addition to the services we provide to individuals, we also consult to 401k plan sponsors to ensure plan costs are reasonable, manage ERISA liability and create successful investment experiences for plan participants. We are an ERISA section 3 (21) fiduciary.
View Top Employees from Aegis Financial Advisory, LLC| Website | http://www.aegisadvisory.com |
| Revenue | $218000 |
| Employees | 1 (1 on RocketReach) |
| Founded | 2006 |
| Address | 19925 Stevens Creek Blvd. Suite 100, Cupertino, California 95014, US |
| Phone | (503) 290-1089 |
| Fax | (503) 290-1089 |
| Technologies |
JavaScript,
HTML,
PHP
+26 more
(view full list)
|
| Industry | Financial Services, Finance General, Finance |
| Web Rank | 29 Million |
| Competitors | Covenant Wealth Advisors, Toal & Associates , LLC |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Aegis Financial Advisory, LLC employee's phone or email?
Aegis Financial Advisory, LLC Questions
The Aegis Financial Advisory, LLC annual revenue was $218000 in 2024.
1 people are employed at Aegis Financial Advisory, LLC.
Aegis Financial Advisory, LLC is based in Cupertino, California.
The NAICS codes for Aegis Financial Advisory, LLC are [52393, 523, 52, 5239].
The SIC codes for Aegis Financial Advisory, LLC are [62, 628].
Related Companies
