Essex Asset Advisors Inc.

Essex Asset Advisors Inc. (CRD# 164076) is a financial advisory firm headquartered in Ivoryton, CT. They manage $41,600,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
104 Main Street Suite 1, Ivoryton, CT 06442
https://www.essexassetadvisors.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $41,600,000
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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Essex Asset Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Shane, financial advisor Ivoryton CT
Daniel C. Shane
CRD#: 2671683
104 Main Street Suite 1, 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

2
Christopher Pavamani, financial advisor Ivoryton CT
Christopher Pavamani
CRD#: 7229499
104 Main Street Suite 1, Ivoryton, CT 06442

Christopher Pavamani (CRD# 7229499) is an Investment Advisor Representative working at Essex Asset Advisors Inc. in Ivoryton, CT 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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