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EGI FINANCIAL, INC.

SEC Form ADV profile.

Total regulatory AUM
$348,658,870
Discretionary
$333,714,404
Non-discretionary
$14,944,466

Firm details

CRD number
120607
SEC file number
801-112725
Main office
AKRON, OH, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of October 2026.