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EMG
ESSEX ASSET MANAGEMENT GROUP INC.
CRD 116184 · SEC 801-65131
1233 SHELBURNE ROAD, SUITE C-2B, SOUTH BURLINGTON, VT, 05403, United States
Phone
802-879-1881
Fax
802-879-1209
Registration
— (—)
Source
State registered
Total AUM
$57.0M
Discretionary AUM
$57.0M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $16.0M |
| High net worth individuals | 10 | $41.0M |
All web addresses on file
Official SEC filing: View on IAPD