Aegis Wealth Group LLC
Utah
Registered In
05/08/2007
Incorp. Date
Company Summary
Aegis Wealth Group LLC at 6900 S 900 E STE 200, Midvale, Ut 84047 lists Roy Russell Jones of Midvale, UT and a DBA of E6 Portfolios.
- Registered In
- Utah
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Llc - Domestic
- Status
- Active - Current
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Roy Russell Jones
Registered Agent
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6900 S 900 E STE 200, MIDVALE, UT 84047
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6900 S 900 E STE 200, MIDVALE, UT 84047
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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E6 Portfolios
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Midvale, UT | ||
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Essentialsix Portfolios
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Midvale, UT | ||
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Everspire
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Midvale, UT | ||
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Everspire Portfolios
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Midvale, UT |
Financial Information for Aegis Wealth Group LLC
Form 5500
AEGIS WEALTH GROUP LLC
6900 S 900 E STE 200, Midvale, Ut 84047 (718) 662-3593 EIN:20-8949634 Plan Admin:Matt Hayon| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameAEGIS WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$101,115 / $140,052 | 2023 | AEGIS WEALTH GROUP 401(K) PLAN - Plan #001 | 19 / 19 | $101,115 / $140,052 |
| 2022 | Plan NameAEGIS WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY12 / 16 Assets BOY/EOY$64,903 / $101,115 | 2022 | AEGIS WEALTH GROUP 401(K) PLAN - Plan #001 | 12 / 16 | $64,903 / $101,115 |
| 2021 | Plan NameAEGIS WEALTH GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 11 Assets BOY/EOY$0 / $64,903 | 2021 | AEGIS WEALTH GROUP 401(K) PLAN - Plan #001 | 6 / 11 | $0 / $64,903 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
AEGIS WEALTH GROUP, LLC
6900 South 900 East Street, Suite A, Midvale, UT 84047| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$77,858 Forgiven$78,549 LenderAmerican Express National Bank Jobs9 | 04/28/2020 | $77,858 | $78,549 | American Express National Bank | 9 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Aegis Wealth Group, Llc Dba Everspire
Registered in Nevada
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Reno, NV | View Report | |
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Aegis Wealth Group LLC
Registered in California
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Moorpark, CA Provo, UT | View Report |
Address Match:6900 S 900 E Ste 200 Midvale, UT
Address Match:6900 S 900 E Midvale, UT
The following government agencies have contributed data:
Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration
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