Aegis Financial is an investment advisor in Mclean with $238.15 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Berno Gambal & Barbee Inc
SEC CIK
IRS number
541712996
SEC advisor number
801-46901
FINRA CRD number
111587
AUM ?
$341.41 mm
(as of 21 Mar 24)
Accounts
68
(as of 21 Mar 24)
Employees
5
(3 investment advisory or research)
Address
Aegis Financial
6862 ELM STREET
SUITE 830
MC LEAN
VA 22101-3897
6862 ELM STREET
SUITE 830
MC LEAN
VA 22101-3897
Phone
7035287788
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
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SC 13G/A
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13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23