Essential Investing

Essential Investing (CRD# 242790) is a financial advisory firm headquartered in , . They manage $36,637,357 in 185 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.essential-investing.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $198,040
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

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

John Mersek (CRD# 6414039) is an Investment Advisor Representative working at Essential Investing in Phoenix, AZ and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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