ESSEX FINANCIAL SERVICES, INC. - Financial Advisor in Connecticut, Essex

Tel: 860-767-4300 176 Westbrook Road Essex, Connecticut 06426

About 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

Firm CRD#:

127549

Firm SEC#:

801-62242

Assets Under Management:

$3,774,949,288

No. of Clients:

6985

No. of Advisors:

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

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