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Home > Retirement Planners > ohio > akron > EGI FINANCIAL, INC.
EGI FINANCIAL, INC.
50 South Main Street
Suite 1210
Akron, Ohio 44308-1831
Tel: 330-374-1932
About EGI FINANCIAL, INC.
EGI FINANCIAL, INC, formally registered with the SEC as EGI FINANCIAL, INC. The firm was established in 03/29/2018. They have over 2 offices throughout the country.
EGI FINANCIAL, INC. is a Akron, Ohio based Financial Planning firm with nearly $288,459,978 assets under management, offering retirement planning & investment advisory services to 429 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120607 |
| SEC# | 801-112725 |
| Assets Managed by Firm | $288,459,978 |
| No. of Clients | 429 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 429 | $288,459,978 |
| Individuals (other than high net worth individuals) | 232 | $135,251,492 |
| High net worth individuals | 61 | $153,208,486 |
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