Matthew
Mcmahan
Aegis Wealth Management, LLC
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About this Advisor
Matthew Mcmahan is a financial advisor based in Maitland, Florida, working with Aegis Wealth Management, LLC. Matthew has previously held positions at Mchaeuszer Laundry, Inc, Mchaeuszer, Inc, Fresh Ice Vending, LLC, Alternative Investment Advisors, LLC, Vision Brokerage Services LLC, Florida Financial Strategies, First Financial Strategies, LLC, Aegis Wealth Management, LLC, and Delta Capital Management, LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Matthew is part of Aegis Wealth Management, LLC, which operates out of Maitland, Florida. The firm has 4 employees and manages assets totaling $160.8 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Aegis Wealth Management, LLC includes fixed fees.
Certifications and Registrations
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Aegis Wealth Management, LLC Brokerage Details
$160,766,736
4
477
$337,037
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Matthew Mcmahan Work History
Aegis Wealth Management, LLC
Fresh Ice Vending, LLC
Delta Capital Management, LLC
First Financial Strategies, LLC
Alternative Investment Advisors, LLC
Vision Brokerage Services LLC
Florida Financial Strategies
Mchaeuszer Laundry, Inc
Mchaeuszer, Inc
Disclosures
Please visit the SEC profile of Matthew Mcmahan 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, LLC
Maitland, FL
Maitland, FL
Maitland, FL
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