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
Essential Investing
By the Numbers
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Total Assets Under Management37MILLION
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Total Number of Accounts185ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Essential Investing
1
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.
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