DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
ESSEX FINANCIAL SERVICES, INC.
Tel: 860-767-4300
176 Westbrook Road Essex, Connecticut 06426
ESSEX FINANCIAL SERVICES, INC.
ESSEX FINANCIAL SERVICES, INC. is a Essex, Connecticut based financial advisory firm with nearly $3,774,949,288 in assets under management and provides investment advisory services for 6985 clients. There are currently 45 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
127549
SEC#:
801-62242
No. of Clients:
6985
Assets under Management
$3,774,949,288
No. of Advisors:
45
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