Essential Investing

Essential Investing (CRD# 242790) is a financial advisory firm headquartered in , . They manage $5,800,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $483,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Essential Investing
Showing 1 - 1 of 1 top financial advisors.
1
John M. Mersek
CRD#: 6414039
Phoenix, AZ
88
Wealthminder
score

John Mersek (CRD# 6414039) is an Investment Advisor Representative working at Essential Investing in Phoenix, AZ and has over 2 years of experience in the finance industry.

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