Essex Asset Advisors Inc.

Essex Asset Advisors Inc. (CRD# 164076) is a financial advisory firm headquartered in Ivoryton, CT. They manage $52,551,423 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.


Financial Advisors at Essex Asset Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
Daniel C. Shane
CRD#: 2671683
Ivoryton, CT 06442

Daniel Shane (CRD# 2671683) is an Investment Advisor Representative working at Essex Asset Advisors Inc. in Ivoryton, CT and has over 37 years of experience in the finance industry.

Essex Asset Advisors specializes in distressed asset backed securities

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