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EGSI INVESTMENT MANAGEMENT
EGSI INVESTMENT MANAGEMENT, INC.
CRD 171488 · SEC 801-136784
5100 PARKCENTER AVE, SUITE 120, DUBLIN, OH, 43017, United States
Phone
614-526-4118
Fax
877-625-0603
Registration
— (—)
Source
State registered
Total AUM
$144.7M
Discretionary AUM
$102.1M
Team
2 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 230 | $66.9M |
| High net worth individuals | 16 | $34.7M |
| Pension/profit sharing plans | 29 | $42.6M |
| Charitable organizations | 2 | $377K |
| State/municipal entities | 1 | $192K |
All web addresses on file
Official SEC filing: View on IAPD