Essex Asset Advisors Inc.
Essex Asset Advisors Inc. (CRD# 164076) is a financial advisory firm headquartered in Ivoryton, CT. They manage $60,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$60,000,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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