|
⚲
|
| Keyboard |
| EGSI Investment Management Inc
✚
|
|
|---|---|
| CRD # | 171488 |
| SEC # | 801-136784 |
| CIK # | |
| AUM | 144.7 M (2026-06-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 614-526-4118 |
| Address | 5100 Parkcenter Ave Dublin, OH 43017 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 66.9 |
| (b) Individuals (high net worth individuals) | 16 | 34.7 |
| (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 | 29 | 42.6 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 1 | 0.2 |
| (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 | 798 | 144.7 |
| By Discretionary | ||
| Discretionary | 769 | 102.1 |
| Non-Discretionary | 29 | 42.6 |
| Total | 798 | 144.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.7 | |
| Total | 798 | 144.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
IGW Advisory Investment Management LLC
✚
|
145.1 M | |
|
Desmond Wealth Management Inc
✚
|
CA | 145.0 M |
|
Vision Capital Management Corporation
✚
|
144.8 M | |
|
Wulff Hansen & Co
✚
|
CA | 144.8 M |
|
Trailwise Financial Partners LLC
✚
|
CO | 144.8 M |
|
Knox Avenue Financial Corp
✚
|
MN | 144.7 M |
|
Davis Financial Management Inc
✚
|
KS | 144.6 M |
|
Sterling Financial Advisors LLC
✚
|
144.6 M | |
|
Columbus Street Wealth Management LLC
✚
|
144.5 M | |
|
Glover Park Wealth Management LLC
✚
|
VA | 144.3 M |