EGI FINANCIAL, INC.
  • EGI FINANCIAL, INC.
  • AMERICAN HERITAGE FINANCIAL
  • TEAM 3GEN
  • SARA GIBBS WEALTH MANAGEMENT

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Adviser Profile

As of Date 02/13/2026
Registration SEC, Approved, 03/29/2018
Other registrations (1)
ADV Location AKRON, OH, United States
Contact Info 330 xxxxxxx
Websites
AUM* 348,658,870 21%
of that, discretionary 333,714,404 23%
Number of Employees 8
of those in investment advisory functions 8
Private Fund GAV* 0
Avg Account Size 1,185,915 76%
% High Net Worth 23.29% 12%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

334M 286M 238M 191M 143M 95M 48M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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