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Building 2EGI FINANCIAL, INC.

Map pinAKRON, OH
Phone330-374-1932
NotebookSEC #801-112725
Total AUM
$348.7M
Employees
8
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 SOUTH MAIN STREET
SUITE 1210
AKRON
OH 44308-1831
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
330-374-1932
Other Offices
1

ReceiptFinancials

Total AUM
$348.7M
Accounts
294
Discretionary
$333.7M
Accounts
285
Non-Discretionary
$14.9M
Accounts
9

ContactClients

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Individual Clients
224
AUM
$156.3M
HNW Individual Clients
68
AUM
$192.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAOH

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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