Essex Review


Trust Score 96%
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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
Avg Account 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
State(s) Registered CA, FL, IL, MI, MN


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