Justin
Miller

Aegis Wealth Management, Inc

CRD#7272104
Investment Advisor
in Missoula, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Justin Miller is a financial advisor who works out of Missoula, Montana, with 10 years of experience as a financial advisor. Miller is currently employed by Aegis Wealth Management, Inc. Over the course of their career, Miller has held roles at Aegis Wealth Management, Inc, Montana Retirement Income Advisory, Mostad Construction, Lc Staffing, Nelson Personnel, Utah State University Housing And Residence Life, Utah State University and Florence-Carlton High School. Miller maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in Montana. Aegis Wealth Management, Inc is a registered investment business operating in Missoula, Montana. The company has offices in 21 locations and a total of 17 advisors. It handles $5 million in assets under management among its 81 accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Aegis Wealth Management, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely are based on which services are provided. Fees billed by Aegis Wealth Management, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

280 E. Front Street Suite A
Missoula, MT 59802

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Aegis Wealth Management, Inc Brokerage Details

Total Assets Under Management

$4,693,489

MT Average: $9,259,360,772
Total Number of Employees

17

MT Average: 166
Total Number of Accounts

81

MT Average: 7,189
Average Account Size

$57,944

MT Average: $1,287,990

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Justin Miller Work History

Justin has 10 years of experience.

2020 - Present (1 year)

Aegis Wealth Management, Inc

2017 - Present (4 years)

Montana Retirement Income Advisory

2016 - 2017 (1 year)

Mostad Construction

2016 - 2016 (< 1 year)

Lc Staffing

2016 - 2016 (< 1 year)

Nelson Personnel

2015 - 2016 (1 year)

Utah State University Housing And Residence Life

2014 - 2016 (2 years)

Utah State University Housing And Residence Life

2012 - 2014 (2 years)

Utah State University

2011 - 2012 (1 year)

Florence-Carlton High School

2010 - 2011 (1 year)

Florence-Carlton High School

Disclosures

Justin Miller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Aegis Wealth Management, Inc

Justin Miller
Missoula, MT
Richard Spencer
Tewksbury, MA
Derek Colton
Edmond, OK
Brian Hafeman
Guthrie Center, IA
Samuel Hines
Guthrie Center, IA
Mark Troyer
Guthrie Center, IA
Lisa Cassidy
Loveland, CO
Charles Cannon
Guthrie Center, IA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started