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ESI FINANCIAL ADVISORS
Tel: 800-344-7437
One National Life Drive Montpelier, Vermont 05604
ESI FINANCIAL ADVISORS
ESI FINANCIAL ADVISORS is a Montpelier, Vermont based financial advisory firm with nearly $2,124,751,345 in assets under management and provides investment advisory services for 11558 clients. There are currently 450 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm CRD#:
265
SEC#:
801-41722
No. of Clients:
11558
Assets under Management
$2,124,751,345
No. of Advisors:
450
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