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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Egsi Investment Management
Showing 1 - 1 of 1 top financial advisors.
Edward G. Siddell
CRD#: 4652777
6001 Tain Drive 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 15 years of experience in the finance industry.

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