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EGI FINANCIAL, INC.

Tel: 330-374-1932
50 South Main Street
Suite 1210
Akron, Ohio  44308-1831

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EGI FINANCIAL, INC.

EGI FINANCIAL, INC. is a Akron, Ohio based financial advisory firm with nearly $221,165,213 in assets under management and provides investment advisory services for 437 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

120607

SEC#:

801-112725

No. of Clients:

437

Assets under Management

$221,165,213

No. of Advisors:

8

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