Griffin
Malatino
Aegis Wealth Management, Inc
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About this Advisor
Griffin Malatino is a financial advisor based out of Wheat Ridge, Colorado who has 1 year of relevant experience. Malatino is currently employed by Aegis Wealth Management, Inc. During their career, the advisor has held roles at Aegis Wealth Management, Inc, Aegis Financial, Stash Company and Uc Synergetic. Malatino maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in Colorado. Aegis Wealth Management, Inc is a firm headquartered in Guthrie Center, IA. It has offices in 26 locations and a total of 28 people on staff. It has $135 million in assets among its 1,147 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,147 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees depend on which service is offered. However, fees charged by Aegis Wealth Management, Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Wealth Management, Inc Brokerage Details
$134,993,577
28
1,147
$117,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Griffin Malatino Work History
Griffin has been registered as a financial advisor for 1 years.*
Aegis Wealth Management, Inc
Aegis Financial
Stash Company
Uc Synergetic
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Griffin Malatino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aegis Wealth Management, Inc
Tewksbury, MA
Guthrie Center, IA
Denver, CO
Wellington, FL
Guthrie Center, IA
Guthrie Center, IA
Caldwell, ID
Wheat Ridge, CO
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