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
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts1ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Essex Asset Advisors Inc.
1
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 (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.
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