Essex Review

Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Essex, federally registered in 1997, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 5 advisors. Essex manages $285.3 million and provides investment advisory services for 420 clients (1:84 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $679,311
Hybrid Advisor No
Disciplinary History No
Total AUM $285.3 million
Advisor / Client Ratio 1:84
Headquarters Deer Park, IL
SEC Filings Forms and Brochures    (CRD # 108352)
State(s) Registered CA, FL, IL, MI, MN

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