Essex National Securities, LLC

Essex National Securities, LLC (CRD# 25454) is a financial advisory firm headquartered in Napa, CA. They manage $39,546,274 in 227 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $174,213
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, MN, NJ, NY, TX, WA

Financial Advisors at Essex National Securities, LLC
No Advisor Found.
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