EGI FINANCIAL, INC.
CRD #120607 SEC #801-112725 AKRON, OH 330-374-1932
SEC Registered
Total AUM
$299.3M
Discretionary
$279.8M
Employees
8
Clients
10
Accounts
291
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $299.3M | $279.8M | $19.5M | 8 | 0 |
| Feb 2024 | $288.5M | $272M | $16.4M | 8 | 0 |
| Feb 2023 | $205.5M | $190M | $15.4M | 8 | 0 |
| Mar 2022 | $221.2M | $205.2M | $16M | 8 | 0 |
| Feb 2021 | $174.8M | $157.9M | $16.9M | 8 | 0 |
| Jan 2021 | $174.8M | $157.9M | $16.9M | 7 | 0 |
| May 2020 | $176.2M | $138.7M | $37.5M | 7 | 0 |
| Jan 2020 | $176.2M | $138.7M | $37.5M | 7 | 0 |
| Apr 2019 | $148.7M | $124.2M | $24.5M | 7 | 0 |
| Mar 2019 | $148.7M | $124.2M | $24.5M | 7 | 0 |
| Aug 2018 | $123.9M | $114.7M | $9.2M | 6 | 0 |
| Jun 2018 | $123.9M | $114.7M | $9.2M | 6 | 0 |
| Apr 2018 | $123.9M | $114.7M | $9.2M | 6 | 0 |
| Feb 2018 | $123.9M | $114.7M | $9.2M | 6 | 0 |
| May 2012 | $48.2M | $48.2M | $0 | 1 | 125 |
| Mar 2012 | $48.2M | $48.2M | $0 | 1 | 125 |
| Mar 2011 | $47.7M | $47.7M | $0 | 5 | -- |
DateMar 2025
Total AUM$299.3M
Discretionary$279.8M
Non-Disc.$19.5M
Employees8
Clients0
DateFeb 2024
Total AUM$288.5M
Discretionary$272M
Non-Disc.$16.4M
Employees8
Clients0
DateFeb 2023
Total AUM$205.5M
Discretionary$190M
Non-Disc.$15.4M
Employees8
Clients0
DateMar 2022
Total AUM$221.2M
Discretionary$205.2M
Non-Disc.$16M
Employees8
Clients0
DateFeb 2021
Total AUM$174.8M
Discretionary$157.9M
Non-Disc.$16.9M
Employees8
Clients0
DateJan 2021
Total AUM$174.8M
Discretionary$157.9M
Non-Disc.$16.9M
Employees7
Clients0
DateMay 2020
Total AUM$176.2M
Discretionary$138.7M
Non-Disc.$37.5M
Employees7
Clients0
DateJan 2020
Total AUM$176.2M
Discretionary$138.7M
Non-Disc.$37.5M
Employees7
Clients0
DateApr 2019
Total AUM$148.7M
Discretionary$124.2M
Non-Disc.$24.5M
Employees7
Clients0
DateMar 2019
Total AUM$148.7M
Discretionary$124.2M
Non-Disc.$24.5M
Employees7
Clients0
DateAug 2018
Total AUM$123.9M
Discretionary$114.7M
Non-Disc.$9.2M
Employees6
Clients0
DateJun 2018
Total AUM$123.9M
Discretionary$114.7M
Non-Disc.$9.2M
Employees6
Clients0
DateApr 2018
Total AUM$123.9M
Discretionary$114.7M
Non-Disc.$9.2M
Employees6
Clients0
DateFeb 2018
Total AUM$123.9M
Discretionary$114.7M
Non-Disc.$9.2M
Employees6
Clients0
DateMay 2012
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees1
Clients125
DateMar 2012
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees1
Clients125
DateMar 2011
Total AUM$47.7M
Discretionary$47.7M
Non-Disc.$0
Employees5
Clients--