Insights

Niche Market Focus Engler, Garrow & Roth Ltd specializes in serving professionals, business owners, and affluent clients with personalized financial planning and investment management services, indicating opportunities to tailor high-net-worth solutions and premium financial products.

Growth Potential With a revenue range of 1 million to 10 million and a small team, there's significant potential for expansion in client base and service offerings, especially through digital tools and targeted marketing within the financial advisory sector.

Technology Utilization The company's use of advanced tech stack components such as Amazon S3, Cloudflare CDN, and Google Tag Manager presents opportunities to enhance digital engagement and data-driven client insights, appealing to tech-savvy prospects.

Regulatory Compliance Operating within highly regulated financial services industry, the firm emphasizes compliance with SEC and FINRA rules, highlighting a need for solutions that streamline compliance management, risk mitigation, and secure client data handling.

Competitive Landscape Comparable firms like Baker Tilly and RSM demonstrate a competitive market with significant scale; positioning Engler, Garrow & Roth Ltd as a boutique, personalized advisory firm could appeal to clients seeking tailored, independent services over large institutions.

Similar companies to Engler, Garrow & Roth Ltd

Engler, Garrow & Roth Ltd Tech Stack

Engler, Garrow & Roth Ltd uses 8 technology products and services including Amazon S3, Cloudflare CDN, Open Graph, and more. Explore Engler, Garrow & Roth Ltd's tech stack below.

  • Amazon S3
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Datadog
    Real User Monitoring
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • AddThis
    Widgets

Media & News

Engler, Garrow & Roth Ltd's Email Address Formats

Engler, Garrow & Roth Ltd uses at least 1 format(s):
Engler, Garrow & Roth Ltd Email FormatsExamplePercentage
First.Last@egrfinancial.comJohn.Doe@egrfinancial.com
50%
First.Last@egrfinancial.comJohn.Doe@egrfinancial.com
50%

Frequently Asked Questions

Where is Engler, Garrow & Roth Ltd's headquarters located?

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Engler, Garrow & Roth Ltd's main headquarters is located at 1645 Indian Wood Circle Suite 102 Maumee, Ohio 43537 United States. The company has employees across 1 continents, including North America.

What is Engler, Garrow & Roth Ltd's phone number?

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You can contact Engler, Garrow & Roth Ltd's main corporate office by phone at . 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 Engler, Garrow & Roth Ltd's official website and social media links?

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Engler, Garrow & Roth Ltd's official website is egrfinancial.com and has social profiles on LinkedIn.

How much revenue does Engler, Garrow & Roth Ltd generate?

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As of February 2026, Engler, Garrow & Roth Ltd's annual revenue is estimated to be $253K.

What is Engler, Garrow & Roth Ltd's SIC code NAICS code?

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Engler, Garrow & Roth Ltd's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Engler, Garrow & Roth Ltd have currently?

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As of February 2026, Engler, Garrow & Roth Ltd has approximately 1 employees across 1 continents, including North America. Key team members include Partner: M. G.Financial Planner: K. S.. Explore Engler, Garrow & Roth Ltd's employee directory with LeadIQ.

What industry does Engler, Garrow & Roth Ltd belong to?

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Engler, Garrow & Roth Ltd operates in the Financial Services industry.

What technology does Engler, Garrow & Roth Ltd use?

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Engler, Garrow & Roth Ltd's tech stack includes Amazon S3Cloudflare CDNOpen GraphDatadogHSTSGoogle Tag ManagerYouTubeAddThis.

What is Engler, Garrow & Roth Ltd's email format?

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Engler, Garrow & Roth Ltd's email format typically follows the pattern of First.Last@egrfinancial.com. Find more Engler, Garrow & Roth Ltd email formats with LeadIQ.

Engler, Garrow & Roth Ltd

Financial ServicesOhio, United States0-1 Employees

OUR FIRM provides comprehensive financial planning, investment management programs, employer-sponsored retirement plans and insurance to professionals, business owners and other affluent clients. We utilize a team approach and our proprietary consulting process to analyze your current situation and make recommendations to help you reach your financial goals and objectives. Our recommendations are based solely on your specific needs, circumstances and goals. OUR MISSION is to help build, manage and preserve your wealth. Our success is not measured by performance statistics but rather by helping our clients achieve their goals. 1645 Indian Wood Circle, Suite 102 Maumee OH, 43537 Phone: 419-794-0550 Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Engler, Garrow & Roth, Ltd. is independent of Sigma Financial Corporation and Sigma Planning Corporation. This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation, or Engler, Garrow & Roth, Ltd. Furthermore, to ensure compliance with certain SEC and FINRA rules we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Section iconCompany Overview

Headquarters
1645 Indian Wood Circle Suite 102 Maumee, Ohio 43537 United States
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Engler, Garrow & Roth Ltd's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Engler, Garrow & Roth Ltd's revenue is estimated to be in the range of $1M$10M

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