Essex Investment Management Company, LLC
Essex Investment Management Company, LLC (CRD# 109962) is a financial advisory firm headquartered in Boston, MA. They manage $679,428,000 in 192 accounts and serve the financial needs of clients across 9 states (or territories).
Total Assets Under Management679MILLION
Total Number of Accounts192ACCOUNTS
Average Account Value$3,538,688
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, IL, MA, NH, NY, TX, WA
Stephen Cutler (CRD# 1487081) is an Investment Advisor Representative working at Essex Investment Management Company, LLC in Boston, MA and has over 22 years of experience in the finance industry.