Essential Investment Partners, LLC

Essential Investment Partners, LLC (CRD# 149509) is a financial advisory firm headquartered in Englewood, CO. They manage $189,723,252 in 266 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7887 E Belleview Ave, Suite 1275, Englewood, CO 80111
https://www.linkedin.com/company/1174377/admin/
By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $713,245
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Essential Investment Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Haines, financial advisor Englewood CO
Michael K. Haines
CRD#: 2005250
7887 E Belleview Ave, Suite 1275, Englewood, CO 80111

Michael Haines (CRD# 2005250) is an Investment Advisor Representative working at Essential Investment Partners, LLC in Englewood, CO and has over 20 years of experience in the finance industry.

2
Jonathan Zeschin, financial advisor Englewood CO
Jonathan F. Zeschin
CRD#: 1440991
7887 E Belleview Ave, Suite 1275, Englewood, CO 80111

Jonathan Zeschin (CRD# 1440991) is an Investment Advisor Representative working at Essential Investment Partners, LLC in Englewood, CO and has over 36 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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