|
⚲
|
| EGI Financial Inc
✚
|
|
|---|---|
| CRD # | 120607 |
| SEC # | 801-112725 |
| CIK # | |
| AUM | $299.3 M (2025-03-26) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 330-374-1932 |
| Address | 50 South Main Street Akron, OH 44308-1831 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 136.4 |
| (b) Individuals (high net worth individuals) | 63 | 162.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 291 | 299.3 |
| By Discretionary | ||
| Discretionary | 280 | 279.8 |
| Non-Discretionary | 11 | 19.5 |
| Total | 291 | 299.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.3 | |
| Total | 291 | 299.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prepared Retirement Institute LLC
✚
|
PA | 0.3 |
|
Kessler Investment Group LLC
✚
|
IN | 0.3 |
|
DHH Advisors LLC
✚
|
NJ | 0.3 |
|
Ketron Financial LLC
✚
|
CA | 0.3 |
|
Yoder Wealth Management Inc
✚
|
CA | 0.3 |
|
Siligmueller & Norvid Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Vestura LLC
✚
|
WI | 0.3 |
|
Addington Financial Group LLC
✚
|
0.3 | |
|
Fairfield Financial Advisors Ltd
✚
|
MA | 0.3 |
|
Arcadia Investment Advisors LLC
✚
|
ID | 0.3 |