Essex Asset Management LLC

Essex Asset Management LLC (CRD# 148989) is a financial advisory firm headquartered in Vero Beach, FL. They manage $95,770,509 in 141 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $679,223
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL, TX, VT

Financial Advisors at Essex Asset Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Haydn B. Cole
CRD#: 6190843
819 Beachland Blvd, Vero Beach, FL 32963
93
Wealthminder
score

Haydn Cole (CRD# 6190843) is an Investment Advisor Representative working at Essex Asset Management LLC in Vero Beach, FL and has over 3 years of experience in the finance industry. Haydn Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alice Cole
CRD#: 2766951
821 A Beachland Blvd, Vero Beach, FL 32963
90
Wealthminder
score

Alice Cole (CRD# 2766951) is an Investment Advisor Representative working at Essex Asset Management LLC in Vero Beach, FL and has 1 year of experience in the finance industry. Alice Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael S. Himmel
CRD#: 1542409
821 A Beachland Blvd, Vero Beach, FL 32963
90
Wealthminder
score

Michael Himmel (CRD# 1542409) is an Investment Advisor Representative working at Essex Asset Management LLC in Vero Beach, FL and has 1 year of experience in the finance industry. Michael Himmel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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