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Edgar Grey Ingraham

EGI FINANCIAL, INC.·AKRON, Ohio
Clean recordEGI FINANCIAL, INC.
655 W MARKET STREET, AKRON, OH 44303-1438CRD# 1092775Firm CRD# 120607

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edgar Grey Ingraham · AKRON, OH
Registration
CRD #1092775 · EGI FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edgar Grey Ingraham is a registered financial advisor based in AKRON, Ohio, affiliated with EGI FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EGI FINANCIAL, INC.
EGI FINANCIAL, INC.
AUM
$288M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at EGI FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1092775
Firm CRD# 120607
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edgar Grey Ingraham offer?
Edgar Grey Ingraham specializes in Financial Planning, Investment Management. Contact their office in AKRON, Ohio for a consultation.
What are Edgar Grey Ingraham's credentials?
Edgar Grey Ingraham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edgar Grey Ingraham located?
Edgar Grey Ingraham is based in AKRON, Ohio, working with EGI FINANCIAL, INC.. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Edgar Grey Ingraham charge for services?
Edgar Grey Ingraham's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EGI FINANCIAL, INC.?
EGI FINANCIAL, INC. has approximately 8 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EGI FINANCIAL, INC.

Jeffrey Craig Thomas
AKRON, OH

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