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Egi Financial, Inc.

● SEC registered since 2018CRD 120607SEC# 801-112725Akron, OH
Export (members)
Reg. AUM
$299.3M
Employees
8
Accounts
291
Location
Akron, OH

Egi Financial, Inc. assets under management

Egi Financial, Inc. is a registered investment adviser overseen by the SEC based in Akron, OH. The firm has been registered since 2018. It reports $299.3 million in regulatory assets under management and employs 8 people.
www.egifinancial.comView on SEC.gov ↗

Egi Financial, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Craig Thomas ControlPresidentOver 75%2016
Jeffrey Craig Thomas ControlChief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Egi Financial, Inc. manage?

Egi Financial, Inc. reports $299.3 million in regulatory assets under management on its Form ADV.

How many employees does Egi Financial, Inc. have?

Egi Financial, Inc. reports 8 employees.

Where is Egi Financial, Inc. located?

Egi Financial, Inc. is based in Akron, OH and has been SEC-registered since 2018.

Does Egi Financial, Inc. disclose fund performance?

Egi Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 South Main Street, Suite 1210, Akron, OH 44308-1831
Phone330-374-1932
Fax330-374-6811
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$279.8M
Non-discretionary$19.5M
Total (RAUM)$299.3M