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ESSA FINANCIAL LLC
CRD 333509
1864 FRANKFORT AVENUE, SUITE #206, LOUISVILLE, KY, 40206, United States
Phone
502-469-7390
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 38 broker-dealer reps
Clients
26-50
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $0 |
| High net worth individuals | 22 | $0 |
Official SEC filing: View on IAPD