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Building 2ESSEX ASSET MANAGEMENT LLC

Map pinVERO BEACH, FL
Phone772-234-6455
NotebookSEC #801-70193
Total AUM
$103.2M
Employees
3
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
819 BEACHLAND BLVD.
VERO BEACH
FL 32963
United States
Operating Hours
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
772-234-6455
Other Offices
1

ReceiptFinancials

Total AUM
$103.2M
Accounts
105
Discretionary
$101.1M
Accounts
101
Non-Discretionary
$2.1M
Accounts
4

ContactClients

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Individual Clients
14
AUM
$2.9M
HNW Individual Clients
26
AUM
$100.3M
Charitable Organization Clients
1
AUM
$1

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXVT

HandshakeAffiliates

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

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