Egsi Investment Management

Egsi Investment Management (CRD# 171488) is a financial advisory firm headquartered in Dublin, OH. They manage $50,441,039 in 558 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5100 Parkcenter Ave. Suite 200, Dublin, OH 43017
https://www.egsifinancial.com
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    558
    ACCOUNTS
  • Average Account Value
    $90,396
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Egsi Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Edward Siddell, financial advisor Dublin OH
Edward G. Siddell
CRD#: 4652777
5100 Parkcenter Ave. Suite 200, Dublin, OH 43017

Edward Siddell (CRD# 4652777) is an Investment Advisor Representative working at Egsi Investment Management in Dublin, OH and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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