ESSEX PRIVATE WEALTH MANAGEMENT LLC - Financial Advisor in Massachusetts, Topsfield

Tel: (978) 887-5981 7 Grove Street Suite 201 Topsfield, Massachusetts 01983

About ESSEX PRIVATE WEALTH MANAGEMENT LLC

ESSEX PRIVATE WEALTH MANAGEMENT LLC is a Topsfield, Massachusetts based financial advisory firm with nearly $293,647,777 in assets under management and provides investment advisory services for 762 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

149991

Firm SEC#:

801-108702

Assets Under Management:

$293,647,777

No. of Clients:

762

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Massachusetts?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Massachusetts, Topsfield

FirmCRD#:107457

SEC#:801-113401

No. of Advisors:2

No. of Clients:15

AUM:$226,903,079

FirmCRD#:116817

SEC#:801-79411

No. of Advisors:3

No. of Clients:595

AUM:$209,388,842

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

HARBOR ISLAND CAPITAL LLC

107457

801-113401

$226,903,079

BARKER FINANCIAL GROUP, INC.

116817

801-79411

595

$209,388,842

Explore More Financial Advisor Firms in Topsfield, Massachusetts >>