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ESSEX LLC
21805 Field Parkway
Suite 340
Deer Park, Illinois 60010
Tel: 847-777-7800
About ESSEX LLC
ESSEX LLC, formally registered with the SEC as ESSEX LLC. The firm was established in 04/11/1997. They have over 1 offices throughout the country.
ESSEX LLC is a Deer Park, Illinois based Financial Planning firm with nearly $563,083,517 assets under management, offering retirement planning & investment advisory services to 2112 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108352 |
| SEC# | 801-54274 |
| Assets Managed by Firm | $563,083,517 |
| No. of Clients | 2112 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2112 | $563,083,517 |
| Individuals (other than high net worth individuals) | 460 | $113,673,152 |
| High net worth individuals | 140 | $417,577,793 |
| Pension and profit sharing plans | 19 | $24,378,917 |
| Charitable organizations | 1 | $7,453,655 |
More Retirement Planning firms in Deer Park, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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