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Building 2ESSEX FINANCIAL ADVISORS, INC.

Map pinTOPSFIELD, MA
Phone978-887-6940
NotebookSEC #801-108013
Total AUM
$151.4M
Employees
3
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
58 MAIN STREET
TOPSFIELD
MA 01983
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
978-887-6940

ReceiptFinancials

Total AUM
$151.4M
Accounts
421
Discretionary
$151.4M
Accounts
421
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
131
AUM
$39.7M
HNW Individual Clients
35
AUM
$107.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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