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.
| 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 |
