Insights

Independent Advisory Small to mid-sized financial services firm with registered investment advisory and full service brokerage capabilities presents a potential opportunity to enhance portfolio management, compliance, and technology stack across both advisory and brokerage channels.

Growth Potential Revenue range indicates a scalable business with room for expanded asset management, retirement planning products, and wealth management services tailored to individuals and small business owners in the Akron area.

Tech Enablement Current tech stack is minimal with Apache Traffic Server noted; opportunity to introduce client portal modernization, data integration, secure messaging, and digital onboarding to improve client experience and operational efficiency.

Compliance & Clearing Affiliation with a large clearing partner (First Clearing Corporation) and dual structure (RIA and full-service broker) suggests a need for enhanced risk management, cyber security, and regulatory reporting solutions.

Client Growth Mid-sized advisor with emphasis on education planning, retirement income, and wealth management presents cross-sell opportunities for financial planning software, retirement income products, and SMAs or managed accounts to expand AUM.

EGI Financial, Inc. & American Heritage Securities, Inc. Email Formats	Example	Percentage
FLast@egifinancial.com	JDoe@egifinancial.com	100%

EGI Financial, Inc. & American Heritage Securities, Inc. Email Formats

Example

Percentage

FLast@egifinancial.com

JDoe@egifinancial.com

100%

Frequently Asked Questions

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s phone number?

You can contact EGI Financial, Inc. & American Heritage Securities, Inc.'s main corporate office by phone at

+1-330-535-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s official website and social media links?

EGI Financial, Inc. & American Heritage Securities, Inc.'s official website is egifinancial.com and has social profiles on LinkedIn.

How much revenue does EGI Financial, Inc. & American Heritage Securities, Inc. generate?

As of July 2026, EGI Financial, Inc. & American Heritage Securities, Inc.'s annual revenue is estimated to be $1M - $10M.

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s SIC code and NAICS code?

EGI Financial, Inc. & American Heritage Securities, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does EGI Financial, Inc. & American Heritage Securities, Inc. have currently?

As of July 2026, EGI Financial, Inc. & American Heritage Securities, Inc. has approximately 11 employees across 2 continents, including North America and Asia. Key team members include Chief Actuary: M. T., Owner: A. R. and Vice President, Business Development: B. S. Explore EGI Financial, Inc. & American Heritage Securities, Inc.'s employee directory with LeadIQ.

What industry does EGI Financial, Inc. & American Heritage Securities, Inc. belong to?

EGI Financial, Inc. & American Heritage Securities, Inc. operates in the Financial Services industry.

What technology does EGI Financial, Inc. & American Heritage Securities, Inc. use?

EGI Financial, Inc. & American Heritage Securities, Inc.'s tech stack includes Apache Traffic Server.

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s email format?

EGI Financial, Inc. & American Heritage Securities, Inc.'s email format typically follows the pattern of FLast@egifinancial.com. Find more EGI Financial, Inc. & American Heritage Securities, Inc. email formats with LeadIQ.

When was EGI Financial, Inc. & American Heritage Securities, Inc. founded?

EGI Financial, Inc. & American Heritage Securities, Inc. was founded in 1992.

EGI Financial, Inc. & American Heritage Securities, Inc.

Q: What is EGI Financial, Inc. & American Heritage Securities, Inc.'s NAICS code?

EGI Financial, Inc. & American Heritage Securities, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States11-50 Employees

EGI Financial, Inc. and American Heritage Securities, Inc. operate as affiliated financial service firms based in Akron, Ohio. Established in 1992, the entities provide independent financial guidance and full-service brokerage on a personalized basis, with EGI Financial functioning as a registered investment adviser offering discretionary money management. American Heritage Securities acts as a full-service broker/dealer clearing through First Clearing Corporation, one of the country’s largest clearing firms. The firms collectively address a range of financial needs for individuals and companies, including saving for the future, funding education, retirement planning, wealth management, investment portfolio construction, and addressing complex financial challenges for both personal and business contexts. The organization positions itself as a locally owned advisory and brokerage presence within the financial services industry, serving clients in the Akron area and surrounding region.

Insights

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