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- Custodian
- Charles Schwab & Company · First Clearing · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2001
- Office Locations
- 1
Office Locations
About EGI Financial, Inc.
American Heritage Securities (EGI Financial, Inc.) is a small, independent broker-dealer founded in 1992 that supports advisors and investors with open-architecture access to a broad product and service shelf through its clearing relationships. Its wealth management offering spans financial planning, asset management, and insurance, with portfolio construction focused on ETFs and mutual funds and an emphasis on asset allocation and risk management.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFFREY CRAIG THOMAS
Chief Compliance Officer, Portfolio Manager, President
- CRD
- #2095554
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT WILLIAM BERRY
--
- CRD
- #849285
SARA GIBBS
Senior Wealth Manager
- CRD
- #1571445
Summit foundation
Value fusion
- CRD
- #66396
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,714,404 | $1,170,928 |
| Non-Discretionary | $14,944,466 | $1,660,496 |
| Total | $348,658,870 | $1,185,915 |
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Separately Managed Accounts
Total SMA Asset: $348,658,870
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $751,611,880 | 18.0% |
| Public Funds | $617,991,990 | 14.8% |
| Cash | $509,425,829 | 12.2% |
| U.S. Government/Agency | $2,296,591,854 | 55.0% |
| Total | $4,175,621,553 | 100.0% |