Essex, federally registered in 1997, is a Registered Investment Advisor (RIA) in 3 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).
Fees may vary. Please contact advisor.
| Feature | Value |
| Estimated Fees (Annual) | N/A on $0 portfolio |
| Annual Management Fee Notes | Fees may vary. Please contact advisor. |
| Minimum Investment | $0 |
| Minimum Annual Fee | $0 |
| Average Account AUM | $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 |
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