Overview
Assets Under Management: $151 million
Headquarters: TOPSFIELD, MA
High-Net-Worth Clients: 35
Average Client Assets: $3.1 million
Frequently Asked Questions
ESSEX FINANCIAL ADVISORS, INC. 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 #128826), ESSEX FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
ESSEX FINANCIAL ADVISORS, INC. is headquartered in TOPSFIELD, MA.
ESSEX FINANCIAL ADVISORS, INC. serves 35 high-net-worth clients according to their SEC filing dated April 23, 2018. View client details ↓
According to their SEC Form ADV, ESSEX FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
ESSEX FINANCIAL ADVISORS, INC. manages $151 million in client assets according to their SEC filing dated April 23, 2018.
According to their SEC Form ADV, ESSEX FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.99%
Average Client Assets: $3.1 million
Total Client Accounts: 421
Discretionary Accounts: 421
Regulatory Filings
CRD Number: 128826
Filing ID: 1209083
Last Filing Date: 2018-04-23 16:54:00