EGI FINANCIAL, INC.

AKRON, Ohio·2 registered advisors·CRD# 120607
SEC# 801-1127251330-374-1932
01

Firm Overview

AUM
$288M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EGI FINANCIAL, INC.

2 registered advisors
Edgar Grey Ingraham
AKRON, Ohio
Jeffrey Craig Thomas
AKRON, Ohio
05

Office Locations

AKRON, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. EGI FINANCIAL, INC. (CRD# 120607) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.