Essential Partners LLC

Essential Partners LLC (CRD# 315959) is a financial advisory firm headquartered in Pacific Palisades, CA. They manage $224,734,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
15332 Antioch Street, #330, Pacific Palisades, CA 90272
https://essentialp.com/
By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $6,810,121
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Essential Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nick Bartolo, financial advisor Pacific Palisades CA
Nick A. Bartolo
CRD#: 4425127
15332 Antioch Street, #330, Pacific Palisades, CA 90272

Nick Bartolo (CRD# 4425127) is an Investment Advisor Representative working at Essential Partners LLC in Pacific Palisades, CA and has 1 year 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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