Overview
Assets Under Management: $190 million
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 51
Average Client Assets: $4 million
Frequently Asked Questions
ESSENTIAL INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149509), ESSENTIAL INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
ESSENTIAL INVESTMENT PARTNERS, LLC is headquartered in ENGLEWOOD, CO.
ESSENTIAL INVESTMENT PARTNERS, LLC serves 51 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, ESSENTIAL INVESTMENT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ESSENTIAL INVESTMENT PARTNERS, LLC manages $190 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, ESSENTIAL INVESTMENT PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.91
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 266
Discretionary Accounts: 263
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 149509
Last Filing Date: 2024-03-19 00:00:00
Website: https://essentialinvestment.com