Egsi Investment Management
Egsi Investment Management (CRD# 171488) is a financial advisory firm headquartered in Dublin, OH. They manage $35,000,000 in 121 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts121ACCOUNTS
Average Account Value$289,256
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Edward Siddell (CRD# 4652777) is an Investment Advisor Representative working at Egsi Investment Management in Dublin, OH and has over 15 years of experience in the finance industry.