EFG FINANCIAL, LLC

EFG FINANCIAL, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 314998).

Registration

• CRD: 314998
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314998 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search