Assets Under Management
$3.8B
Number of Clients
2,967
Number of Advisors
32
Average Client AUM
$1.3M
AUM per Advisor
$118.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Essex Financial offers investment advisory services to individuals, high net worth individuals, corporations, and other entities. Services include wealth management, financial planning, and retirement plan advisory. They construct portfolios using low-cost, diversified mutual funds and ETFs, and may use individual stocks, bonds, or third-party managers.
176 Westbrook Road, Essex, CT, 06426