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ESSEX LLC
CRD 108352 · SEC 801-54274
21805 FIELD PARKWAY, SUITE 340, DEER PARK, IL, 60010, United States
Phone
847-777-7800
Fax
847-777-7810
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$649.3M
Discretionary AUM
$618.8M
Team
9 total employees; 7 advisory reps; 8 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 414 | $75.3M |
| High net worth individuals | 162 | $531.7M |
| Pension/profit sharing plans | 31 | $37.0M |
| Charitable organizations | 1 | $5.4M |
States served
AZ, CA, CO, IL, IN, LA, MI, MN, NJ, NY, NC, OH, VA, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD