Insights

Independent Advisory Affiliated firms operate as American Heritage Financial offering independent financial advice and full service brokerage, indicating opportunity to pitch enhanced advisory platforms, fee-based planning tools, and personalized wealth management solutions.

Private Firm Scale Small to mid-sized team (11-50 employees) in Akron, Ohio presents a target for scalable technology deployments, back-office optimization, and client onboarding automation tailored for boutique financial services.

RIA and Brokerage Dual structure as a Registered Investment Advisor and a full service broker/dealer clearing through a major intermediary suggests cross-selling potential for compliance tech, reporting, and integrated custodial solutions.

Revenue Range Annual revenue in the $1M–$10M band signals opportunity for mid-market fintech, practice management, and marketing services aimed at growth—particularly in client acquisition and asset growth initiatives.

Tech Footprint Usage of Apache Traffic Server indicates a web-enabled operations posture; potential for enhanced cybersecurity, data analytics, and client portal enhancements to improve digital engagement and trust.

EGI Financial, Inc. & American Heritage Securities, Inc. Email Formats	Example	Percentage
FLast@egifinancial.com	JDoe@egifinancial.com	100%

EGI Financial, Inc. & American Heritage Securities, Inc. Email Formats

Example

Percentage

FLast@egifinancial.com

JDoe@egifinancial.com

100%

Frequently Asked Questions

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s phone number?

You can contact EGI Financial, Inc. & American Heritage Securities, Inc.'s main corporate office by phone at

+1-330-535-****

. 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 EGI Financial, Inc. & American Heritage Securities, Inc.'s official website and social media links?

EGI Financial, Inc. & American Heritage Securities, Inc.'s official website is egifinancial.com and has social profiles on LinkedIn.

How much revenue does EGI Financial, Inc. & American Heritage Securities, Inc. generate?

As of July 2026, EGI Financial, Inc. & American Heritage Securities, Inc.'s annual revenue is estimated to be $1M - $10M.

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s SIC code and NAICS code?

EGI Financial, Inc. & American Heritage Securities, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does EGI Financial, Inc. & American Heritage Securities, Inc. have currently?

As of July 2026, EGI Financial, Inc. & American Heritage Securities, Inc. has approximately 11 employees across 2 continents, including North America and Asia. Key team members include Chief Actuary: M. T., Owner: A. R. and Vice President, Business Development: B. S. Explore EGI Financial, Inc. & American Heritage Securities, Inc.'s employee directory with LeadIQ.

What industry does EGI Financial, Inc. & American Heritage Securities, Inc. belong to?

EGI Financial, Inc. & American Heritage Securities, Inc. operates in the Financial Services industry.

What technology does EGI Financial, Inc. & American Heritage Securities, Inc. use?

EGI Financial, Inc. & American Heritage Securities, Inc.'s tech stack includes Apache Traffic Server.

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s email format?

EGI Financial, Inc. & American Heritage Securities, Inc.'s email format typically follows the pattern of FLast@egifinancial.com. Find more EGI Financial, Inc. & American Heritage Securities, Inc. email formats with LeadIQ.

When was EGI Financial, Inc. & American Heritage Securities, Inc. founded?

EGI Financial, Inc. & American Heritage Securities, Inc. was founded in 1992.

EGI Financial, Inc. & American Heritage Securities, Inc.

Q: What is EGI Financial, Inc. & American Heritage Securities, Inc.'s NAICS code?

EGI Financial, Inc. & American Heritage Securities, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States11-50 Employees

EGI Financial, Inc. and American Heritage Securities, Inc. operate as affiliated financial service firms based in Akron, Ohio. Established in 1992, the entities provide independent financial guidance and full-service brokerage on a personalized basis, with EGI Financial functioning as a registered investment adviser offering discretionary money management. American Heritage Securities acts as a full-service broker/dealer clearing through First Clearing Corporation, one of the country’s largest clearing firms. The firms collectively address a range of financial needs for individuals and companies, including saving for the future, funding education, retirement planning, wealth management, investment portfolio construction, and addressing complex financial challenges for both personal and business contexts. The organization positions itself as a locally owned advisory and brokerage presence within the financial services industry, serving clients in the Akron area and surrounding region.

Insights

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