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EGI FINANCIAL, INC.

CRD 120607 · SEC 801-112725

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50 SOUTH MAIN STREET, SUITE 1210, AKRON, OH, 44308-1831, United States

Phone

330-374-1932

Fax

330-374-6811

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$348.7M

Discretionary AUM

$333.7M

Team

8 total employees; 8 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals224$156.3M
High net worth individuals68$192.4M

States served

MA, OH

All web addresses on file

Official SEC filing: View on IAPD