Overview
Assets Under Management: $95 million
Headquarters: VERO BEACH, FL
High-Net-Worth Clients: 26
Average Client Assets: $3.6 million
Frequently Asked Questions
ESSEX ASSET MANAGEMENT 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 #148989), ESSEX ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
ESSEX ASSET MANAGEMENT LLC is headquartered in VERO BEACH, FL.
ESSEX ASSET MANAGEMENT LLC serves 26 high-net-worth clients according to their SEC filing dated February 05, 2018. View client details ↓
According to their SEC Form ADV, ESSEX ASSET MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
ESSEX ASSET MANAGEMENT LLC manages $95 million in client assets according to their SEC filing dated February 05, 2018.
According to their SEC Form ADV, ESSEX ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.40%
Average Client Assets: $3.6 million
Total Client Accounts: 115
Discretionary Accounts: 114
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 148989
Filing ID: 1172257
Last Filing Date: 2018-02-05 15:02:00