Egi Financial, Inc., OH — Investment Adviser | BuildTrust

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EGI FINANCIAL, INC.

Investment AdviceAKRON, OH

Assets Under Management

$299.3M

Total AUM

Donut chart: Discretionary 279.8M, Non-Discretionary 19.5M
Category	Value
Discretionary	279.8M
Non-Discretionary	19.5M

Adviser Information

Field	Value
CRD Number	120607
SEC Number	801-112725
Street Address	50 SOUTH MAIN STREET
Street Address 2	SUITE 1210
Location	AKRON, OH 44308-1831
Country	United States
Phone	330-374-1932
Fax	330-374-6811
Total Employees	8
Business Types	insurance_broker

Client Count by Type (291 Total)

Horizontal bar chart: Individuals (other than H… 228, High Net Worth Individual… 63
Category	Value
Individuals (other than H…	228
High Net Worth Individual…	63