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ESSEX ASSET ADVISORS INC.
CRD 164076 · SEC 801-77196
104 MAIN STREET SUITE 1, IVORYTON, CT, 06442, United States
Phone
860-581-8437
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.3M
Discretionary AUM
$42.3M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $42.3M |
All web addresses on file
Official SEC filing: View on IAPD