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Home > Retirement Planners > connecticut > essex > ESSEX FINANCIAL SERVICES, INC.
ESSEX FINANCIAL SERVICES, INC.
176 Westbrook Road
Essex, Connecticut 06426
Tel: 860-767-4300
About ESSEX FINANCIAL SERVICES, INC.
ESSEX FINANCIAL SERVICES, INC, formally registered with the SEC as ESSEX FINANCIAL SERVICES, INC. The firm was established in 08/07/2003. They have over 4 offices throughout the country.
ESSEX FINANCIAL SERVICES, INC. is a Essex, Connecticut based Financial Planning firm with nearly $3,774,949,288 assets under management, offering retirement planning & investment advisory services to 6985 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127549 |
| SEC# | 801-62242 |
| Assets Managed by Firm | $3,774,949,288 |
| No. of Clients | 6985 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6985 | $3,774,949,288 |
| Individuals (other than high net worth individuals) | 1978 | $588,205,830 |
| High net worth individuals | 800 | $2,547,327,115 |
| Pension and profit sharing plans | 110 | $501,115,183 |
| Charitable organizations | 64 | $103,060,971 |
| Corporations or other businesses | 15 | $29,862,670 |
More Retirement Planning firms in Essex, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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