ESSENTIAL INVESTMENT PARTNERS, LLC

7887 E Belleview Ave
Suite 1275
Englewood, Colorado 80111
Tel: 303-333-8498

About ESSENTIAL INVESTMENT PARTNERS, LLC

ESSENTIAL INVESTMENT PARTNERS, LLC, formally registered with the SEC as ESSENTIAL INVESTMENT PARTNERS, LLC. The firm was established in 04/01/2009. They have over 1 offices throughout the country.

ESSENTIAL INVESTMENT PARTNERS, LLC is a Englewood, Colorado based Financial Planning firm with nearly $189,723,252 assets under management, offering retirement planning & investment advisory services to 266 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149509
SEC#	801-70121
Assets Managed by Firm	$189,723,252
No. of Clients	266
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	266	$189,723,252
Individuals (other than high net worth individuals)	28	$11,565,743
High net worth individuals	49	$167,443,023
Charitable organizations	3	$10,714,486

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EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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