EFG FINANCIAL, LLC

CRD 314998

1500 E. BELTLINE AVE SE, SUITE 205, GRAND RAPIDS, MI, 49506, United States

Phone

800-694-3175

Fax

800-921-4818

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

2 total employees; 2 advisory reps; 75 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisersRETIREMENT PLANNING

Official SEC filing: View on IAPD