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Building 2ESSEX FINANCIAL ADVISORS, L.L.C.

Map pinTOPSFIELD, MA
Phone978-887-6940
NotebookSEC #801-62760
Total AUM
$72.1M
Employees
3
Clients
0

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
$72.1M
Accounts
254
Discretionary
$71.3M
Accounts
253
Non-Discretionary
$714.8K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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

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