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EGI FINANCIAL, INC.

AKRON, OH · CRD 120607 · IAPD ↗ · egifinancial.com · 330-374-1932

$348.7MRegulatory AUM
8Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
March 2024 — EGI FINANCIAL, INC. reported RAUM up 40% ($205.5M -> $288.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.