Insights

Niche Client Base Engler, Garrow & Roth Ltd serves high-net-worth professionals and business owners, indicating a focus on affluent clients who require sophisticated financial planning and wealth management services. There is potential to offer premium solutions such as estate planning, tax optimization, and personalized investment strategies.

Growth Potential With a revenue range of 1 million to 10 million and a small team, the company presents opportunities for scalable technology solutions, advisory services, and industry-specific financial products aimed at expanding client reach and operational efficiency.

Technology Stack The company's use of advanced tech tools like Amazon S3, Cloudflare CDN, and Datadog suggests openness to adopting innovative fintech solutions. This creates opportunities to introduce next-generation portfolio management, data analytics, and cybersecurity services tailored for financial advisory firms.

Competitive Positioning Positioned alongside major accounting and consulting firms like PwC and Deloitte, Engler, Garrow & Roth Ltd could benefit from strategic alliances or technology integrations to enhance service offerings and compete more effectively in the high-net-worth financial services sector.

Market Expansion Being a smaller firm presents a chance to target niche markets or underserved segments within the high-income bracket. Customized marketing strategies and digital outreach could help attract new clients seeking personalized financial planning and investment management.

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. 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 December 2025, 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 December 2025, 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
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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