Overview
Assets Under Management: $299 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Frequently Asked Questions
EGI FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120607), EGI FINANCIAL, INC. is subject to fiduciary duty under federal law.
EGI FINANCIAL, INC. is headquartered in AKRON, OH.
EGI FINANCIAL, INC. serves 63 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, EGI FINANCIAL, INC. offers financial planning and portfolio management for individuals. View all service details ↓
EGI FINANCIAL, INC. manages $299 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, EGI FINANCIAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 291
Discretionary Accounts: 280
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 120607
Filing ID: 1962470
Last Filing Date: 2025-03-26 16:00:00
Website: https://alpha-asset.com