# EFG FINANCIAL, LLC

EFG FINANCIAL, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 314998
- Type: SEC-registered investment adviser
- Location: 1500 E. BELTLINE AVE SE, GRAND RAPIDS, MI, 49506
- Phone: 800-694-3175
- Latest filing: 2026-01-30
- Clients: 2

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314998/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314998/similar
- Related entities: https://search.stillhousedata.com/firm/314998/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314998

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.